Roger Pine

Amministratore Delegato presso Holistiplan LLC

Technology Services

Profilo

Roger Pine is the founder and current Chief Executive Officer of Holistiplan LLC, which he founded in 2019.
He is also a current member of the National Association of Personal Financial Advisors' Board of Directors.

Posizioni attive di Roger Pine

Società	Posizione	Inizio
National Association of Personal Financial Advisors	Direttore/Membro del Consiglio	-
Holistiplan LLC Holistiplan LLC Packaged SoftwareTechnology Services Holistiplan LLC is a tax planning software designed for financial planners and investment advisors to automate the process of reviewing a client's tax return and find potential planning opportunities. The private company is based in College Station, TX. The software uses optical character recognition (OCR) to read uploaded tax returns and generate client-ready reports that uncover potential financial planning opportunities through an algorithmic program. The company was founded in 2019 by Kevin Lozer and Roger Pine, both of whom were financial advisors in independent financial advisory firms prior to starting Holistiplan.	Amministratore Delegato	01/04/2019

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Aziende private	2
National Association of Personal Financial Advisors
Holistiplan LLC Holistiplan LLC Packaged SoftwareTechnology Services Holistiplan LLC is a tax planning software designed for financial planners and investment advisors to automate the process of reviewing a client's tax return and find potential planning opportunities. The private company is based in College Station, TX. The software uses optical character recognition (OCR) to read uploaded tax returns and generate client-ready reports that uncover potential financial planning opportunities through an algorithmic program. The company was founded in 2019 by Kevin Lozer and Roger Pine, both of whom were financial advisors in independent financial advisory firms prior to starting Holistiplan.	Technology Services