Roger Wallach

Roger Wallach, PPM
Financial Advisor Private Client Group Truist Investment Services, Inc.

8484 Westpark Dr

Suite 620,

Mc Lean, VA 22102-3579

About me

Background

I am a Financial Advisor with Truist Wealth, offering clients more than 25 years of financial services, retirement planning, and investment management experience. Having earned the professional Preferred Portfolio Manager (PPM) designation, I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

Masters of Business Administration
Columbia Business School 1997 1998
Bachelor of Arts
University of Virginia 1987 1991

Personal Interests

I earned my undergraduate degree in economics from the University of Virginia and an MBA from Columbia Business School. I currently live in McLean, VA.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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