Roger Dean Gershman, Founder and CEO of WealthGuard, Inc., is a visionary leader in the financial services industry.
WealthGuard, the nation's premier protection agency for high-net-worth investors seeking background checks, ratings and rankings, is an example of that vision. The firm matches investors' unique requirements to financial advisors.
A second-generation financial advisor, Roger carries on the code first practiced by his father, who also provided financial services to his clients:
The customer's interests - not an advisor's or investment firm's interests - always come first.