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LifePath Financial |
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Finding Paths to Your Financial Goals |
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Roger Wickboldt |
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About Us |
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LifePath Financial Phone: 614-477-2433 Fax: 614-855-0911 E-mail: roger@lifepathfinancial.com |
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LifePath Financial specializes in understanding your life dreams and goals and mapping out a path to reach those goals, amid the ups and downs of a volatile economy. Roger Wickboldt is the founder and principal of LifePath Financial, a financial planning and Registered Investment Advisor firm in Gahanna, Ohio. The firm specializes in providing objective financial planning and investment advice to individuals from all walks of life, on an hourly, as-needed basis. While conducting financial affairs for himself and members of his family, Roger quickly recognized that there was a need for trustworthy advisors that could offer objective, independent financial advice in all areas of financial planning. With a desire to help others, Roger started LifePath Financial. “I grew frustrated with brokers who wanted to sell me high load mutual funds, would only speak to me when they thought they could make a sale, or who wanted to change my investments frequently. I wanted to make sure my family, friends and neighbors could get helpful, honest financial advice at a reasonable cost.” Roger’s formal education includes: · Financial Planning coursework at Texas A&M University, College Station, Texas, working toward completing the Certified Financial Planner® education program · Masters of Business Administration from Capital University, Columbus, Ohio · BS in Electrical Engineering from Valparaiso University, Valparaiso, Indiana LifePath is a registered Investment Advisor in Ohio and is a member of the Garrett Planning Network. |
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