Roger Begin CFP®

Principal, Private Client Advisor

Mr. Begin is a trusted and respected financial services professional and community leader whose career is about service and helping people. At F.L.Putnam, he combines his unique professional and public service experience to help clients solve problems and fulfill their financial goals. Roger uses a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with family members, outside advisors and with other members of the clients’ professional team. Mr. Begin has been a Certified Financial Planner™ professional since 2010 and has more than 25 years of experience in the industry.

Prior to joining F.L.Putnam in January 2019, he was a Senior Wealth Director at BNY Mellon and a Private Client Advisor at Bank of America.

Active in the community, Roger is a Director of Lifespan Health System and Chair of the Rhode Island Hospital Foundation. He is also President of The University Club of Providence. Additionally, he is an Honorary Trustee at Bryant University and serves as the Honorary Consul of France in Rhode Island. Early in his career, Roger served as Lieutenant Governor for the State of Rhode Island from 1989-1993 and was its General Treasurer from 1985-1989.

Joined F.L.Putnam in 2019

 

Education

BS Marketing, Bryant University

Affiliations

Honorary Consul of France in Rhode Island, Republic of France
Director, Lifespan Hospital & Health Care
Chair, Rhode Island Hospital Foundation
VP, Board of Governors, The University Club of Providence
Honorary Trustee, Bryant University