Roger Pine, CFA, CFP®

Roger Pine, CFA, CFP® has a diverse work experience spanning over two decades. Roger is currently a Co-Founder at Holistiplan, a position they have held since February 2019. Prior to that, Roger worked at Briaud Financial Advisors for ten years (from September 2008 to July 2018) as a Financial Advisor and Principal. At Briaud Financial Advisors, their role involved providing tailored financial planning solutions, thoughtful investing, and exceptional client service.

Before joining Briaud Financial Advisors, Roger worked as a Consultant at Pine Consulting from 2006 to 2008. Roger also served as a Consultant at Infosys Consulting, Inc. from 2004 to 2006, and at Sungard Energy Systems from 2001 to 2004.

Overall, Roger brings extensive experience in financial planning, consulting, and client service to their current role at Holistiplan, making him a valuable asset to the organization.

Roger Pine, CFA, CFP® obtained their Bachelor of Science (BS) in Electrical Engineering from Rice University, where they studied from 1996 to 2000. In 2005, they obtained the Chartered Financial Analyst® certification. Additionally, in 2011, they became a CERTIFIED FINANCIAL PLANNER™ through the Certified Financial Planner Board of Standards, Inc.