Broker Check
Roger Bedillion

Roger Bedillion

Financial Advisor

“Most Advisors are trained to identify the why. My expertise is to uncover and deliver the how. Without the how, the why never gets solved.”    – Roger Bedillion

 

As Managing Director with Csenge Advisory Group in Pennsylvania, Roger brings over 30 years of personal and business experience to the group.  Since 1981 he has been providing financial solutions to individuals, business owners and professionals. Since 2001 he has been actively transitioning his business to a more consultative advisory business, targeting clients interested in life planning and managed money.

 

Roger is known not only locally but nationally for his educational workshops for prospective clients and for providing education to his current clients. He was trained as a master certified seminar presenter through the H.S. Dent Organization.  Recent topics he’s presented include; Money Management, Tax Efficiency, Estate Planning, Wealth Accumulation and Risk Management.

 

When work is complete Roger spends his free time with his wife and family living life to the fullest.

 

 

 

Registration and Licenses

 

Series 6 (MF/VA)                                                          

Series 7 (General Securities)

Series 63 (Blue Sky)

Series 65 (Investment Advisor)

Series 22 (Direct Participation)

Life, Health, Variable Annuities

 

 

Professional Degrees and Certifications

 

Investment Advisor Representative

Registered Financial Consultant (RFC)

BA, Trinity University, San Antonio Texas

Master Certified Speaker, HS Dent