🔓 Unlock the full profile of Roger Pine (Holistiplan), including verified contact details, financial insights, and professional associations.
See Roger Pine Full ProfileBelow are the ✅ Verified Contact Details to help you connect directly:
Email: rog*****@hol******.com
Mobile: 73519*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Roger Pine is a co-founder of Holistiplan, an organization established in February 2019, focused on providing financial planning tools and resources.
- Holistiplan has shown significant growth, with a 6.25% increase in headcount over six months, a 44.68% increase over twelve months, and a remarkable 106.06% increase over twenty-four months.
- Prior to co-founding Holistiplan, Roger Pine served as a Financial Advisor and Principal at Briaud Financial Advisors from September 2008 until July 2018, offering consulting and financial advisory services.
- Roger Pine's earlier experience includes roles as a Consultant at Pine Consulting from January 2006 to January 2008, and as a Consultant at Infosys Consulting, Inc. from January 2004 to January 2006.
- In the early stages of their career, Roger Pine worked as a Consultant at Sungard Energy Systems starting in January 2001, gaining valuable industry experience.
- Under Roger Pine’s leadership, Holistiplan aims to simplify and enhance the financial planning process for professionals and clients alike, a mission supported by its dedicated resources and user-friendly technology.
- Holistiplan is known for its innovative approach in the financial services sector, integrating advanced technology to streamline financial planning practices.
- Through Holistiplan, Roger Pine is committed to enhancing financial literacy and planning efficiency, influencing the financial advisory landscape positively.