ABOUT ROGER
who
I'm Roger Ma, a CERTIFIED FINANCIAL PLANNER™, founder of lifelaidout®, and author of Work Your Money, Not Your Life.
I help people set and reach financial goals that are aligned with their values and priorities, and achieve peace of mind by helping them understand what’s “enough.”
how
I focus on understanding your goals and where you want to go.
I use my financial planning knowledge to develop recommendations for your situation, lay out benefits and considerations of various strategies, and break down your path forward in an easy-to-understand way.
why
While working in investment banking, I struggled to make sense of my own finances — leading me to learn everything I could about personal finance to figure out what financial decisions to make for myself.
Going through that long, grueling experience made me want to help others navigate their finances — to make the process easier for them.
Education
New York University
Certificate in Financial PlanningCarnegie Mellon University
Bachelor of Science in Business and Economics
certifications
RECOGNITION
Investopedia's Top 100 Most Influential Financial Advisors (2018, 2019, 2020)
InvestmentNews' Diversity & Inclusion Advisory Board