Roger Whitney

I'm a practicing retirement planner with over 30 years of experience walking the retirement journey alongside with people like you — and I hold the CFP®, RMA®, CIMA®, and CPWA® designations. I've even taught the retirement planning section of the CFP® curriculum. But credentials only tell part of the story.

My real work is helping people have the confidence to build a great life in retirement  (aka Rock Retirement).  I use an agile retirement process that focuses on building a vision, making sure it's feasible feasible, and then making it resilient. Because your money is a tool for creating a great retirement.

You'll find that same approach every week on the Retirement Answer Man podcast, inside the Rock Retirement Club, and at Retire Agile — the retirement planning firm I co-founded.

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