(607) 316-7878

Red Oak Financial Management, LLC

Team

Roger Clarkson brings more than 40 years of experience in investments, insurance and banking to the delivery of financial advice and solutions to his clients.  A CERTIFIED FINANCIAL PLANNER T Professional, he is uniquely qualified to help people better understand and navigate the world of personal finance. Using his extensive experience in advising individuals, families and business owners, he has built lasting client relationships based on mutual trust and respect.  His specialty is breaking down complex issues and developing a concise approach to address the concern.

Clarkson holds a BA degree from Bates College with an emphasis in history and economics.  In addition to the CFP® designation, he holds FINRA Series 7, 24, 27, & 63 registrations through LPL Financial. He is a licensed life and health insurance agent for New York and North Carolina.

"Everyone can benefit from the services of a qualified, caring, committed Financial Advisor," said Clarkson.  "Our focus on planning and client coaching provides a long term perspective that we think serves our clients in a much more meaningful way than if we built our relationships on things we can't control, like market performance or timing." 

A New York State native, Clarkson is a resident of Norwich, NY. 


 

Roger Clarkson

Managing Director

(607) 316-7878

(607) 334-4665