Our qualifications

Roger Green

Degree:

Master of Science in Financial Services (MSFS)

Graduate Level/Professional Certificates:

Financial Asset Management
Pensions and Executive Compensation
Applied Behavioral Finance

Professional Designations:
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)

 

Jason Piper

Professional Designations:
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Financial Consultant (ChFC)
Certified Estate Planner (CEP)
Registered Financial Consultant (RFC)

 

Tim Conway

Professional Designations:
Certified Fund Specialist (CFS)
Chartered Retirement Planning CounselorSM (CRPC
®)

 

 

Registered: Roger Green, Jason Piper, and Tim Conway are all Registered Representatives and Investment Adviser Representatives affiliated with Cetera Advisors LLC (member FINRA, SIPC), a Cetera company. 

CFP®, CERTIFIED FINANCIAL PLANNER™, and registered CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Educator:
Roger has educated thousands through the retirement planning classes he’s taught at local colleges and businesses since 1997, and he's done 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 EverFi Financial Literacy online program in three Gwinnett County Middle Schools, and the Dave Ramsey Financial Literacy online program at Meadowcreek and Central Gwinnett High Schools, and Crews Middle School.  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:

  • Top 1,000/1200 Advisers State-by-State Ranking - Barron's Magazine - 2009-2016 & 2019
  • Invest in Others Community Service Award Honorable Mention - 2018
  • Gwinnett Chamber Public Service Award Recipient - 2017
  • Best of Gwinnett - Gwinnett Magazine 2014-2018
  • Pinnacle Small Business of the Year - Gwinnett Chamber of Commerce Oct 2016
  • Family-Owned Small Business of the Year - Gwinnett Chamber of Commerce Oct 2016
  • IMPACT Regional Business Award Finalist (Service Category)- Gwinnett Chamber 2015-2019
  • 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)
  • Pinnacle Small Business of the Year Award Winner (1-9 Full-Time Employee Category)- Gwinnett Chamber 2008
  • Pinnacle/Small Business of the Year Finalist/Semi-Finalist - 2008-2016 & 2018 -  Chamber
  • 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 2012- 2018 Cetera Advisors LLC
  • Top Representative 2011 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) 8 Years
  • Court of the Table (MDRT) 2 Years
  • Million Dollar Round Table (MDRT) 13 Years
  • 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
 
 
  
Pinnacle Award Small Business of the Year
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Member:
Financial Planning Association (FPA)
Society of Financial Service Professionals (SFSP)
National Association of Insurance & Financial Advisors (NAIFA)
Gwinnett Chamber of Commerce since 1998
 
*Cetera Advisors LLC formerly known as Multi-Financial Securities Corporation and IFG Network Securities, Inc.

The results from the above awards/articles should not be considered a guarantee of future performance and/or successe, 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. 

*The Best of Gwinnett winners and nominees are chosen by a combination of readers' votes and editors' input. Reader opinions are vetted thru several ranking sites, Better Business Bureau complaint reports, and voting pattern analysis reports. There is no fee in exchange nomination or winning. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

*The Pinnacle Small Business Award is given by Gwinnet Chamber of Commerce to  pay tribute to leading small businesses who dare to start, strive to sustain and persevere to succeed

*Gwinnett Chamber Public Service Awards are given to individuals who, over the years, have gone above and beyond in their service to the community and its residents.

*Barron's Top 1200 Financial Advisors:  Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top‐ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

*Research Magazine’s Advisor Hall of Fame is awarded to candidates who have served 15 years in the industry, have acquired substantial assets under management, demonstrated superior client service, and have earned recognition from their peers and the broader community.