Who We Are
Brett W. Roper
Brett W. Roper, CFP®, AIF®, received a Bachelor of Science degree focused in Family Financial Management with a minor in Business from Virginia Tech in 2004. Mr. Roper received his CERTIFIED FINANCIAL PLANNERTM designation from the Certified Financial Planner Board of Standards, Inc. in January 2008. Also in 2008, he earned the Accredited Investment Fiduciary® (AIF®) professional designation from the Center for Fiduciary Studies.
Since joining the firm in 2004, he has been supporting the investment management needs of clients as well as studying and learning under the principals of the firm.
Trust is the cornerstone of the client-planner relationship. Mr. Roper believes trust needs to be established in the very beginning and maintained throughout the relationship. At Rembert Pendleton Jackson we embrace the term "fiduciary" and Mr. Roper is dedicated to maintaining the highest standard of integrity.
Mr. Roper is well versed in the different areas of comprehensive financial planning including retirement and estate planning, cash management, education funding projections, and insurance needs analysis. He specializes in assessing risk tolerance and building portfolios with the appropriate application of modern portfolio theory investment processes.
Brett grew up in the Fairfax area and currently resides in Vienna, Virginia. He enjoys spending time with family and friends, with some occasional travel mixed in. He is always up for attending or participating in sporting events in the area.
Contact Brett at: bwr@rpjadvisors.com