Roger Bair (AIFA, CFP®, MS)

Roger Bair focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Retirement Plans, Fiduciary Duty, Educational Funding and Borrowing, Investment Research

Additional Information

Roger is the Director of Retirement Plan Services at the Financial Consulate bringing over twenty years of experience in the financial services industry. He is a Certified Financial Planner™ (CFP^®) practitioner, an Accredited Investment Fiduciary Analyst (AIFA^®), and a member of the National Association of Personal Financial Advisors. He is a graduate of McDaniel College and holds a Master of Science in Finance degree from Loyola University in Baltimore.
After serving as a US Army officer with NATO in Europe, Roger began his career in finance as an investment executive with Legg Mason. Subsequently, Roger joined Oxford Capital Management as a portfolio manager where he managed equity, balanced, and fixed-income portfolios for individual and institutional clients. In 1996 Roger joined PSA Financial of Lutherville, Maryland where he performed the duties of chief investment officer. Roger has a passion for serving clients in part by helping them understand and