Focus: Insurance Strategies, Investment Strategies, Business Owners
Roger Simpson is a financial advisor with Charter Oak Financial, whose proud history dates back to 1886. Roger focuses his practice on the retirement planning, asset protection, wealth management, tax planning and risk management needs of individuals and business owners through strategic partnerships he has formed with Certified Public Accountants (CPAs).
Prior to joining Charter Oak, Roger worked on Wall Street in institutional equity sales and trading for over 25 years before transitioning into teaching, where he taught math and coached baseball at Greenwich Catholic School. Roger was most recently with another financial services firm prior to joining Charter Oak.
Outside of the office, Roger is involved with Friends of Greenwich Crew, a competitive adult and youth rowing program, where he currently sits on the Board of Directors. Roger is longtime official for USA Hockey and enjoys watching sports, traveling, music and spending time with his children.
A father of two sets of twin girls, Roger currently resides in Fairfield County, CT.
• Retirement Planning
• Asset Protection
• Wealth Management
• Tax Planning
• Risk Management
Indiana University Bloomington
Friends of Greenwich Crew, Board of Directors
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501 Merritt 7, 5th Floor
Norwalk, CT 06851