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This profile was last updated on 6/4/14  and contains information from public web pages and contributions from the ZoomInfo community.

David R. Fink CFA

Wrong David R. Fink CFA?

Chief Operating Officer

Local Address: Sarasota, Florida, United States
Rogan & Associates Inc
8033 Cooper Creek Blvd Suite 104
University Park, Florida 34201
United States

Company Description: We are dedicated to helping individuals, families, and businesses achieve financial success through comprehensive financial planning. Take some time to read through...   more
Background

Employment History

Board Memberships and Affiliations

17 Total References
Web References
David Fink of the wealth ...
www.heraldtribune.com, 4 June 2014 [cached]
David Fink of the wealth management group Rogan & Associates, will replace Gueli as chairman next year.
...
"She will be the face of the alliance in Sarasota and Manatee counties."

Annette Gueli, the alliance's chairwoman, said having the office will give anyone interested in joining the organization or starting a business in Lakewood Ranch a starting point.

"If they want to relocate to the area, we'll get them in touch with the right people," said Gueli, president of Pro-Motion Notions.

David Fink of the wealth management group Rogan & Associates, will replace Gueli as chairman next year.

"It'll be an exciting time," Fink said, noting that the alliance will celebrate its 10th anniversary.

"We're in a transitional phase right now, to really propel this organization to be the business organization on this coast that brings the two counties together and has wonderful partnerships."

Financial Planning for Life
www.roganfinancial.com, 23 May 2014 [cached]
David Fink Financial Planning for Life Financial Planning for Life™ 866.779.3258
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David Fink
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David Fink
David is a Chartered Financial Analyst (CFA) with nearly 20 years experience in the securities industry. He joined Rogan & Associates in 2008 and is based in our Sarasota/Manatee office.
After graduating with an MBA from the University of Florida and spending two years as a consultant, David entered the securities business working directly with the Chairman of Raymond James Financial, Thomas A. James, on matters related to the strategic direction of the company.
...
In 1996, David left Raymond James to serve as the Chief Operating Officer of Matador Capital Management, a firm that provided services to accredited high net worth and institutional investors.
...
In his capacity as COO, David was involved in all aspects of the firm's operations, including, among others, client service, research, trading and portfolio management, tax strategies and estate planning for the firm's partners. In addition to investing in the public markets, David has experience with private placements, venture capital and true start-up investments.
During his time in the securities industry, David has witnessed market cycles first-hand as well as the way people react to those cycles - often to their detriment. His operating experience gives him a unique ability to assess the usefulness and viability of the endless array of products created by Wall Street and to determine the potential benefit, of lack thereof, that they may provide to individuals, families and small businesses.
David uses his substantial experience and expertise to help his clients plan their financial futures, avoid mistakes, and move steadily toward their ultimate goal - financial peace of mind.
David, and his wife Debbie, live in Parrish with their five dogs (yes, five), miniature horses and cat. Debbie runs a horse boarding facility, so David and Debbie can often be found outdoors with the animals. Additionally, David enjoys spending his free time on or near the water, working out or with family and friends.
David Fink- Chair ...
lwrba.onefireplace.com, 19 May 2014 [cached]
David Fink- Chair Elect
Rogan & Associates 8033 Cooper Creek Blvd, Suite 104 University Park, FL
Phone: (727) 560-2124
E-mail:drf@roganfinancial.com
The Team
humanemanatee.org, 16 Sept 2012 [cached]
David Fink - Vice President Rogan & Associates David is a Chartered Financial Analyst with nearly 20 years experience in the securities industry. He joined Rogan & Associates in 2008 and is based in the Sarasota/Manatee office. David uses his substantial experience and expertise to help his clients plan their financial futures. David and his wife Debbie live in Parrish with their five dogs (yes, five), miniature horses and cat. David & Debbie can often be found outdoors with their animals, on the water, working out or with family and friends.
Financial Planning for Life
www.roganfinancial.com, 23 May 2014 [cached]
David Fink
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