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

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)
Certified Wealth Strategist® (CWS®) Professional

 

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
®)

 

 

 

Andrew Green

Bachelor of Business Administration in Finance

Professional Designation:
Accredited Investment Fiduciary (AIF®)

 

 

 

Michael Green

Master of Science in Finance
Bachelor of Business Administration/Dual Accounting and Finance

Graduate - Gwinnett Young Professionals Leadership Institute

Professional Designation:
Certified Wealth Strategist® (CWS®) Professional

 

Registered: Roger Green, Jason Piper, Tim Conway, 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®, 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 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 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 & 2019
  • Reader’s Choice Awards: Financial Planning Runner-Up - Gwinnett Daily Post - 2019 
  • 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 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 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.