- Mature Learning
Bill Roller, CFA, CFP®, CMT is experienced in financial planning and investment analysis.
He focuses his consulting practice on estate, retirement, and financial planning for businesses and individuals. Bill started Beacon Rock Wealth Advisors / BR Capital Inc. in 2003 and registered it as an investment advisory firm June 2004. Prior to that, he worked for Merrill Lynch for over nine years. He has also worked in high technology. He was a finance and marketing analyst for a Portland avionics manufacturer and a medical software company in Philadelphia. He served for seven years as a U.S. Army officer in Infantry and Special Forces (Green Beret) units. He has been licensed as a mortgage broker since 2004 (NMLS#107972). He is also a licensed Commercial Pilot of single and multi-engine airplanes. Bill earned a Bachelor of Science degree from the United States Military Academy at West Point in 1982, and he earned a Master of Business Administration (MBA) from the Wharton School of Business of the University of Pennsylvania in 1991.