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Roger D Yoh

Advisor Image
Roger D Yoh
Financial Advisor
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ChFC®, CLU®, CASL®, FIC, CLTC®
Part of the Greystone Financial Consultants practice
102 Tomahawk Drive
Kutztown, PA 19530
About Roger Yoh

Roger has more than 30 years of experience in the insurance and financial services including 18 years with Thrivent in both leadership and private practice. He graduated from Conrad Weiser High School and Albright College with a Bachelor of Science (BS) in Accounting. By providing financial clarity, he helps clients protect, accumulate, distribute and transfer wealth. Roger holds the following industry designations – Fraternal Insurance Counselor (FIC), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU), Certification in Long-Term Care (CLTC) and Chartered Advisor for Senior Living (CASL).

 

Roger and his wife, Robin, have been married for 38 years. Together, they raised three terrific children: Alex married to Chrissy, Olivia married to Dillon and Hilary. They are the proud grandparents to four adorable grandchildren: Jacob, Penelope, Hudson and Beau.

 

Roger is an avid basketball fan and collector of basketball memorabilia. As a player, coach, and now spectator, he understands the importance of teamwork when working toward a common goal. Roger serves on the board of the Reading Berks Basketball Association, Inc. and is the Chairperson of the Berks Basketball Hall of Fame.


 

 

 

My qualifications
  • Bachelors of Accounting, Albright College
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • Chartered Advisor for Senior Living®
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Delaware
  • Florida
  • Maryland
  • New Jersey
  • Pennsylvania

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations