Roger Kalina, CFP®, ChFC®, CLU®,

Roger Kalina, CFP®, ChFC®, CLU®,

Managing Partner

Phone: (561) 416-2992
E-mail:
 

 

Roger is the founder of Benchmark Financial Group, LLC. He has served as a financial professional for over 20 years and has achieved the professional designations of CFP® (Certified Financial Planner™), ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter). CFP®, CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification processthat includes education, examination, experience and ethical requirements. He holds the Series 7, 63, and 65 registrations and Life, Health & Variable Annuity licenses. Roger uses his multi-disciplinary approach and professional knowledge to help clients coordinate their personal and business financial lives into a simple, integrated financial strategy to help them work toward financial security.