Roger B. Hall, Managing Director-Investments, along with his dedicated team of professionals, provide comprehensive financial services with an emphasis on retirement planning.  The group maintains a focus on working with people facing transitional periods and as of March 2025, manages over $2 billion entrusted client assets.  With over 100 years of combined experience in the financial services industry, they have a deep understanding of the unique requirements and needs of the affluent investor.

Recognizing that each client has unique goals and circumstances, they utilize a detailed six-step financial advisory process.  This process includes a detailed information gathering process and goal setting, an evaluation of financial status, and later, customization and implementation of an investment plan.  No proper plan ends there.  Over time, there are extensive reviews and adjustments made to the plan, based on the changing needs of the client, as well as changing economic and market conditions.

We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet Browser.  We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance. 

Please visit us at www.friedlandergroup.wfadv.com

Away from the office, Roger has worked in financial services industry since 1988.  He earned his B.A. from Denison University and in Art History from the Sorbonne in Paris, France.  Roger is a fanatic in baseball and classical music.  He has been married since 1991 and has two children.

CA Insurance License number: 0B57549. Resident State: CA