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Stephen Rogan
Financial Advisor at Wealth Alliance
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Work Experience
Financial Advisor
Jun 2024 - Present · 6 months
Compliance Officer
Nov 2021 - Jun 2022 · 7 months
Avp - Compliance Specialist
Apr 2019 - Nov 2021 · 2 years and 7 months
Company Details
2-10 Employees
Wealth Alliance is an award winning leading firm of CERTIFIED FINANCIAL PLANNER ™ professionals. We are leaders in the field of financial planning delivering the highest standards and service.
We work with our clients to ensure they can achieve and then maintain their chosen lifestyle so they can live the life they want without fear or regret.
Website
Year Founded
2011
Social Media
Linkedin
Industry
Financial Services, Issuing houses and security underwriters, Financial and insurance services, Business Services, Security brokers, Independent financial advisers
HQ Location
Airside
Swords
Co Dublin, IE
Keywords
Financial PlanningRetirement/Estate PlanningAsset ManagementTax Planningand Risk Management
Contact Details
- Email AddressS**@wealthalliance.ieReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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