Roger A. Toelke, RFC®, AIFA®, CSP®

Roger A. Toelke, RFC®, AIFA®, CSP®

Managing Director - FFA Portfolios

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Phone: 407-740-5900
Fax: 407-628-3678
E-mail:

Roger A. Toelke, RFC®, AIFA® - Managing Director, Founding Partner

Certified Succession Planner™ - CSP®

FFA Offices - All Locations

  • Graduate of University of Illinois-Urbana with a BS degree in Biology and a minor in Physics and Chemistry.
     
  • Licenses maintained include FINRA Series 7, 8, 24, 27, 63, 66; Insurance: Florida Life, Health and VA. Completed and attained Accredited Investment Fiduciary™ certification and Registered Financial Consultant™ Certification.
     
  • Served on Board of the Orlando Chapter of the International Association of Financial Planners (IAFP) for two years. Served on the team that helped merge Institute of Certified Financial Planners (ICFP) and IAFP into the Financial Planning Association (FPA). Roger was then elected to serve as VP, President and then Chairman.
     
  • Founding Shareholder of National Advisors Trust, FSB. (9 + Billion in custody). Roger serves on the Investment Committee that is responsible for creating the investment platform that over 100 independent shareholder firms engage to manage over 180 billion in assets.
     
  • Member of Downtown Orlando Rotary Club for over twenty-six years. Roger was also a member of the Seminole/Longwood Chamber & Sanford Chamber.
     
  • Founder of FFA® Value-based Tactical Asset Allocation models. He has also created the modeling for FFA Passive Portfolios utilizing ETF's and Indexes.  
  • Roger contributed to the design and content of the FFA Family Financial Advocates Journal Software. He also published through Family Value Creations, "A Career in Music...How to Stand a Chance", authored by Larry Hoppen. Roger is responsible with Mike and Larry establishing our children's financial education product line. 
  • Attained AIF® designation - Accredited Investment Fiduciary™, May 2005, awarded by The Center For Fiduciary Studies™ which is associated with the University of Pittsburgh's Center for Executive Education.
     
  • Roger coordinates 401K implementation, Investment Policy Statements (IPS's), proposals, evaluations and monitoring procedures.
  • Member of International Succession Planning Association™  (ISPA®)
  • Attained the Certified Succession Planner designation (CSP™). Awarded by the ISPA™ June 2011.
  •  Attained AIFA® designation - Accredited Investment Fiduciary Analyst™, May 2012, awarded by The Center For Fiduciary Studies™ which is associated with the University of Pittsburgh's Center for Executive Education.