YOUR TEAM

Roger A. Shake, CFP®, RLP®, CeFT®

Partner and Financial Planner
Email: rshake@legacyconsultinggroup.com
Phone: (972) 599-4750

Roger is a partner of Legacy Consulting Group and specializes in helping clients discover “what they plan to do with their one wild and precious life.” Over the years, it has become evident all wild and precious lives are filled with transitions. These range from marriage, children, job/career changes, death of a spouse, divorce, sale of a business, retirement, financial windfall, inheritance, and many others. The poet, Mary Oliver, said “To pay attention, this is our endless and proper work.” Our Financial Life Planning process is about “paying attention” in order to help people know that their money and financial decisions are fully aligned with what really matters to them. Paying attention and making a difference in the lives of others is our endless and proper work.

Roger has worked in the financial planning profession for over 35 years and is currently a member of the Financial Planning Association, Kinder Institute of Life Planning, Dallas Estate Planning Council, Sudden Money® Institute and the Nazrudin Project.

Roger and his wife have three sons, two amazing daughters-in-law, and two wonderful grandchildren who affectionately call him “Papa.” Outside of work, Roger finds pleasure in traveling and exploring the world around him. Being active is of great importance to him through cycling, exercise, tennis, pickleball and skeet shooting. You can often find him lost in a good book and serving others leading a small group at LifePoint Church.

Education / Certification / Recognition

·         BBA Finance - Abilene Christian University 1980

·         MBA Business Management - University of Dallas 1985

·         CERTIFIED FINANCIAL PLANNER® certification (CFP®) -  College for Financial Planning 1989

·         Registered Life Planner™ (RLP®) certification - Kinder Institute of Life Planning 2004

·         Certified Financial Transitionist™ (CeFT®) designation - Sudden Money® Institute 2016

·         D Magazine Best Financial Planner, every year 2004 – present

·         Five Star Wealth Manager every year 2010 - present

Check the background of this investment professional on FINRA's BrokerCheck