Roger Tennyson CFP®
President
Roger Tennyson and actively participates in the Orange County Estate Planning Council.
Roger works with each client individually to identify their unique core values and life goals to create an insurance strategy designed to support those ideals. By offering frank and honest insurance l advice Roger will develop a practical plan for each client.
In addition to generating multiple streams of income, Roger works with CPA’s to optimize tax strategies to minimize taxes and maximize after tax income. He works with Attorneys to help clients avoid probate, pass the client’s wealth to the next generation and to effectively manage their businesses and charitable interests.
Roger lives in Costa Mesa, CA with his wife, Heidi Wright-Tennyson, PGA Head Golf Professional at Mesa Verde Country Club. Roger and Heidi are both avid golfers, love to hike and enjoy travel. Roger has a daughter and a son.