Are you looking for an engaging personal finance and real estate expert to speak at your next company event or conference?

I provide customized presentations to achieve the needs of diverse audiences by drawing on my extensive experience as a CERTIFIED FINANCIAL PLANNER™, a licensed real estate agent, and a regular contributor to financial news outlets - including leading TV, print, and digital publications. 

Roger Ma | Certified Financial Planner | Speaker

what i bring

  • Passion, energy, and excitement to every session, which keeps audiences engaged.

  • Dynamic storytelling skills and the ability to distill complex topics into easy-to-understand, cohesive messages that both educate and empower audiences.

  • Pop culture references (e.g., Back to the Future) that keep presentations interesting, fun, and entertaining.

  • Visually appealing slides that effectively illustrate major points.

  • A personable approach that facilitates productive Q&A sessions.

  • Flexibility in order to address your specific needs and objectives. I can either brainstorm presentation topics with you or develop content based on pre-vetted areas of focus. My services can span single or multiple sessions, for audiences of all sizes.

Roger Ma | Certified Financial Planner | Speaker

how i can help

I speak on a variety of topics for consumer-focused audiences as well as for advisor sessions. Some examples include:

Roger Ma | Certified Financial Planner | Speaker

Consumer-Focused Presentations

Advisor Presentations

  • Thinking Differently About Financial Planning Fee Structures

  • How Employers Can Attract NexGen Talent

  • Diversity and Inclusion - What It Is and Why It Matters

where i've spoken

how to get the process started

Click below to access the form and get the process started. I look forward to making your next event a success!