Our Qualifications
Roger S. Green
Degree:
Master of Science in Financial Services (MSFS)
Graduate Level/Professional Certifications:
Financial Asset Management
Pensions and Executive Compensation
Applied Behavioral Finance
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Retirement Income Certified Professional® (RICP®)
Certified Fund Specialist (CFS)
Chartered Financial Consultant (ChFC)
Accredited Estate Planner (AEP)
Accredited Investment Fiduciary (AIF®)
Master Registered Financial Consultant (MRFC)
Andrew Green
Bachelor or Business Administration in Finance
Graduate - Gwinnett Young Professionals Leadership Institute 2020
Professional Designations and Certifications:
Accredited Investment Fiduciary (AIF®)
National Social Security Advisor (NSSA®) Certificate Holder
Michael Green
Master of Science in Finance
Bachelor of Business Administration/Dual Accounting and Finance
Graduate - Gwinnett Young Professionals Leadership Institute 2017
Professional Designations and Certifications:
Certified Wealth Strategist® (CWS®) Professional
National Social Security Advisor (NSSA®) Certificate Holder
Registered: Roger Green, Andrew Green, and Michael Green are all Registered Representatives and Investment Adviser Representatives affiliated with Cetera Advisors LLC (member FINRA, SIPC), a Cetera company.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the U.S.
Educator:
Roger has educated thousands through the retirement planning classes he’s taught at local colleges and businesses since 1997, and he's provided free educational sessions for a number of businesses and community organizations. Look for the "Your Green" column monthly in the Gwinnett Citizen newspapers. Green Financial is a proud sponsor of the Dave Ramsey Financial Literacy online program at Crews Middle School, and you can visit our "Helpful Web Links" page for access to the Foolproof online financial literacy program accessible to all. From 1998-2017, Roger hosted the weekly educational radio program "Your Green" each Saturday on WNIV 970 AM.
Awards - A Tradition of Excellence and Client Service:
- Best of Gwinnett - Gwinnett Magazine 2014-2022
- Both Andrew Green and Michael Green were finalists for the "35 Under 35" 2022 Awards - Gwinnett Young Professionals. Michael Green was a 35 Under 35 Award Winner for 2022.
- Invest in Others - Community Service Award Winner 2021 - $50,000.00 donation earned for Auditory-Verbal!
- Pinnacle/Small Business Awards-Gwinnett Chamber -Category Finalist (Semi-Finalist 2015) - 2008-2016 & 2018-2022
- 2022 - Finalist for Culture Creator Award Category
- 2021 - Finalist for Community Contributor Award Category
- 2019 - Finalist for Support System Award Category
- 2018 - Finalist for Small Business Award Category
- 2016 - WINNER - Overall SMALL BUSINESS OF THE YEAR
- 2016 - WINNER - Family-Owned Small Business of the Year
- 2015 - Semi-Finalist for Small Business Award Category
- 2009-2014- Finalist for Small Business Award Category
- 2008 - WINNER - Small Business of the Year (1-9 Employees)
- Best of the Best/Financial Advisors - Gwinnett Daily Post 11/21
- Top 1,000/1200 Advisers State-by-State Ranking - Barron's Magazine - 2009-2016 & 2019-2020
- Invest in Others Community Service Award Honorable Mention - 2018 & 2019
- Gwinnett Chamber Public Service Award Recipient - 2018
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- Footprint Award in recognition of dedication and faithful service to the Lord - 04/14 "Your Green"/Roger Green: Longest ongoing program on 970 FaithTalk Atlanta/104.7 The Fish
- Advisor Hall of Fame - 1 of 5 Nationally - Research: Magazine December 2009
- 1 of 10 Outstanding Advisers - Registered Rep Magazine May 2009 (Based on being a top ranked adviser also making substantial commitments to causes they care about)
- The Winner's Circle Top 100 Independent Advisors (Ranked #61) - Barron's Magazine/August 2007 & August 2008 (Based upon Assets Under Management/AUM, contribution to firm's revenues and profits, indications of service quality, and regulatory records)
- Top 50 Broker/Dealer Independent Advisers (Ranked #34) - Fortune Magazine April 2008 (Based on Assets under Management - AUM)
- Top 50 Broker/Dealer Independent Advisers (#38)- Registered Rep Magazine August 2008 (based upon Assets Under Management - AUM)
- America's Top 100 Independent Advisers -Registered Rep Magazine/August 2007-2009 & 2011 (Based upon AUM)
- 1 of 5 Finalists 2005 & 2006 Gwinnett Chamber Small Business of the Year
- 2006 Gwinnett Business All-Stars - Gwinnett Magazine
- Atlanta Sales Person of the Year Finalist 2006- Kennesaw State University/Michael J. Coles College of Business
- Research Magazine - "The Winner's Circle" State-by-State Top Ranked Advisers in America - State of Georgia - January 2006
- "Wall of Fame" - Multi- Financial Securities Corp.* Corporate Office Denver - January 2006
- Green Financial Resources, LLC - One of "Atlanta's Top 20 Financial Planning & Advisory Firms (based upon Assets Under Management) - Atlanta Business Chronicle/October 2003
- Advisor of the Year each year 2011- 2021 Cetera Advisors LLC
- Top Representative each year 2006- 2010 Multi-Financial Securities Corporation*
- #2 Representative 2005-2006 Multi-Financial Securities Corporation*
- Top Representative 2004-2005 Multi-Financial Securities Corporation*
- #2 Representative 2003-2004 Multi-Financial Securities Corporation*
- Top Representative 2002-2003 IFG Network Securities, Inc.*
- Top Representative 2001-2002 IFG Network Securities, Inc.*
- Top Representative 2000-2001 IFG Network Securities, Inc.*
- Top Representative 1999 MONY Securities
- Top of the Table (MDRT) Qualifier 9 Years between 1998-2018
- Court of the Table (MDRT) Qualifier 11 years between 1996-2018
- Million Dollar Round Table (MDRT) Qualifier 14 Years between 1992-2018
- Theodore Shalak Award-MONY's best record of client persistency and service - 1999
- MONY Forum 1998-1999
- Client Builder Award 1997-1998
- MONY Commitment to Excellence Award 1995
- MONY Equity Leader 1995
- MONY "Top 50 Club" 1993-1994
- MONY IFS 2nd Year Challenge Leader 1992
- MONY President's Council 1991-1992
- MONY Top Club 1990-1991
- Representative of the Year - Houston Office 1990
- Rookie of the Year 1988-1989
Society of Financial Service Professionals (SFSP)
National Association of Insurance & Financial Advisors (NAIFA)
Gwinnett Chamber of Commerce since 1998
The results from the above awards/articles should not be considered a guarantee of future performance and/or success, and should not be considered as endorsement of the advisors by any clients. A variety of information is gathered or reviewed to determine these awards/lists, and the decisions are made by outside entities over which the advisor has no control or influence. Best of Gwinnett and Gwinnett Daily Post Reader's/People's Choice Award winners are chosen via voting and editors’ input, and opinions are vetted with the use of other available information. Pinnacle award rankings are based on growth, revenue, community service, and other criteria. Barron’s rankings based on total assets (AUM), revenue, and other factors. Advisor Hall of Fame for advisors with 15+ years ranked by AUM, service, community recognition, and other criteria. Public Service via standing and service within the community.