Tennyson Wealth Management, serves Southern California and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Tennyson Wealth Management.
Tennyson Wealth Management provides investors custom tailored strategies to meet short and long-term needs. Our goal at Tennyson Wealth Management, is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Roger Tennyson CFP®
President
Roger Tennyson provides Financial Advice, holds the Certified Financial Planner (CFP®) designation and actively participates in the Orange County Estate Planning Council. As an Investment Advisory Representative (IAR), Roger acts as a fiduciary for his clients.
Roger’s financial planning services are comprehensive, highly personalized and available to retirees, pre-retirees and closely held business owners. Roger works with each client individually to identify their unique core values and life goals to create a financial strategy designed to support those ideals. By offering frank and honest financial advice Roger will develop a practical plan for each client to manage their wealth in retirement.
In addition to generating multiple streams of income in retirement through investments such as stocks, bonds, mutual funds, fixed accounts and cash value insurance, Roger works with CPA’s to optimize tax strategies to minimize taxes and maximize after tax income. He works with Attorneys to help clients avoid probate, pass the client’s wealth to the next generation and to effectively manage their businesses and charitable interests.
Roger lives in Costa Mesa, CA with his wife, Heidi Wright-Tennyson, PGA Head Golf Professional at Mesa Verde Country Club. Roger and Heidi are both avid golfers, love to hike and enjoy travel. Roger has a daughter and a son.