Roger Pine

Roger Pine is the Co-Founder of Holistiplan, a financial planning company. Prior to founding Holistiplan, Roger worked as a financial advisor and consultant for Briaud Financial Advisors and Infosys Consulting, Inc.

Roger has over fifteen years of experience in the financial planning industry. Roger is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Roger's experience and credentials allow him to provide comprehensive and creative financial planning services to their clients.

At Briaud Financial Advisors, Roger helped clients make sound decisions by providing tailored financial plans. Roger kept up to date on their goals and circumstances, the latest tax and estate laws, and best practices in financial planning. Roger also worked with the team at Briaud to bring all of these pieces together to help clients make the best possible decisions for themselves and their families.

At Infosys Consulting, Inc., Roger worked as a consultant. Roger provided consulting services related to financial planning and analysis, business process improvement, project management, and change management.

Roger is committed to providing the best possible service to their clients. Roger is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).