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Roger Gershman

Roger Gershman

Verified

Contributing Editor, Forbes

New York, San Francisco

Biography

I am a former Wall Street insider turned investor advocate. Over 25 years, I became one of the big investment advisors in the country. Now, as founder and CEO of WealthGuard, Inc., I help investors see behind the wizard’s curtains at the big brokerage houses. Regulations may provide a big picture, but they don’t necessarily verify experience, expertise or motivation. I do. It isn’t only advisable, but imperative that investors seek and find full transparency. I hope you’ll let me be your guide. I know from experience that what you see and hear from advisors isn’t always what you get. My life’s goal? To lift that veil forever by helping investors sort through the sales pitches to find truth and transparency. Feel free to reach me at rgershman@wealthguardinc.com, or visit my website wealthguardinc.com.

Final Covers

wall street, women and finance money,financial advisor investor protection, divorce finance, philantrophy securities

Doesn’t Cover

products of any kind

Journalist Type

-

Seniority Positions

Industries

Medium Formats

-

Content

Total articles 29

  • Opinion: Bank Executives, Let Your Advisors Decide What Is Right for Clients

    By Roger Gershman Verified · Barron's

    Jul. 11, 2023

  • Opinion: Financial Advisors Need to Prepare for an Extended Market Winter

    By Roger Gershman Verified · Barron's

    Dec. 29, 2022

  • Indie Broker Brawl: Cetera Sues Lightyear for Poaching

    By Jed Horowitz, Mason Braswell Verified, Roger Gershman Verified, Hilary Johnson · advisorhubinc.com

    Feb. 25, 2016

As seen in

Company Info

Forbes

New York, San Francisco, United States