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PRESS RELEASE / ANNOUNCEMENTS Monday, October 5, 2015

Roger’s Financial Joins Pensionmark Financial Group

Expansion Continues for Pensionmark® Financial Group with New Washington, D.C. Office.
Rogers Financial joins Pensionmark® Financial Group as newest affiliate office.
Rogers Financial TeamSeptember 28, 2015 - The national footprint for Pensionmark® Financial Group continues to grow as they welcome another office to the Advisor Support Program (ASP). Kenneth J. Rogers, AIF, CFP® is the President of Rogers Financial and the Managing Principal of Rogers Financial Pensionmark.
The team at Rogers Financial has been serving as an advisor to retirement plan sponsors for more than 20 years. This recent affiliation becomes Pensionmark’s first office in Washington D.C.
Ken Rogers comments, “We are excited to announce our strategic partnership with Pensionmark. Partnering with Pensionmark will provide employees of our plan sponsor clients with access to a robust financial wellness offering, and further enhance the depth of resources we provide to plan fiduciaries.”
The partnership provides Rogers Financial with an expanded suite of services, including Pensionmark’s proprietary Financial Wellness Program, investment analytic tools, proposal systems, and more. Along with the expanded services, Rogers Financial will maintain their independent business model.
“Ken and his team are a great next step in our tradition of adding the nation’s best advisors. We are excited about the partnership and further growth within the Pensionmark family,” comments Troy Hammond, President and CEO of Pensionmark Financial Group located in Santa Barbara, California.
About Pensionmark® Financial Group
Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of CapFinancial Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.

Contact

Tori Eseke
(805) 456-6278
Tori.Eseke@Pensionmark.com

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