If you're someone who values precision, long-term strategy, and data-driven results—you’ll feel right at home with Jack Rogers.

Originally from Fairbanks, Alaska and now based in New York City, Jack brings over two decades of experience navigating financial markets, guiding high-achieving individuals—including pre-retirees, business owners, and corporate executives—through sophisticated wealth-building and retirement strategies.

What sets Jack apart is his ability to combine deep technical expertise with clear, personalized planning—delivering solutions that align with your lifestyle, goals, and legacy. His philosophy is simple: cookie-cutter advice doesn’t work. Every financial plan must be as unique and efficient as the individual it’s built for.

Credentials That Inspire Confidence:

• Chartered Financial Analyst (CFA) – the gold standard in investment analysis
• Executive Master’s in Financial Statement Analysis & Securities Valuation, Baruch College (CUNY)
• B.S. in Business Administration – Finance, California State University, Fresno

Jack’s experience spans top-tier firms such as Prudential Financial, Waddell & Reed, AIG, and UBS, where he developed a rigorous understanding of:

• Equities & Fixed Income Strategy
• Risk & Derivatives Management
• Structured Products & Quantitative Analysis

At Alpha UMi Financial, Jack leads with a clear mission:

• ‍Build lasting trust through clarity and transparency
• Craft intelligent, customized strategies that perform
• Respect your time, your vision, and your financial goals

If you're looking for a logical, structured, and forward-thinking approach to your wealth—Jack Rogers is the professional guide you’ve been looking for.

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