Comprehensive Planning Corp
Comprehensive Planning Corp was established in 1993, by David Gaylor and Matthew Bolinger. The mission was to help people invest for their future. In 2020, Roller Wealth Management acquired/merged with Comprehensive. This broadened the experience base to include younger generations to continue long into the future.Today we serve clients all over the United States and manage over $300 million in assets. We value each dollar as we understand it represents delayed gratification of each client. Our success has come from long established relationships with our clients who value our knowledge, experience, and accessibility.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- KS
Kourtney Shawhan
Director of Operations · Operations
EmailPhone - AR
Andy Roller
Certified Financial Plannertm Financial Advisor · Finance & Accounting
EmailPhone - JD
John Dean
Internal Portfolio Specialist · Finance & Accounting
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Top roles at Comprehensive Planning Corp
3 distinct titles indexed · top 3 shown.
- 1certified financial plannertm financial advisor
- 1director of operations
- 1internal portfolio specialist
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