Roger Pine

Background

About Roger Pine

I worked as a financial planner for 10 years. During that time, I became particularly interested in how we can use process automation to do a better and more consistent job for clients. Holistiplan was born out of that interest.Holistiplan has given me an opportunity to build creative solutions to problems that I faced myself as a financial planner. I believe nearly everybody needs good financial planning, so I want to do whatever I can to help financial planners reach more clients, and not just the fabulously wealthy ones.In my previous career, I was a technology consultant in the energy industry, a job that sent me to projects all over the world. Before my career as a consultant, I studied Electrical Engineering at Rice University in Houston.In my spare time I enjoy acting in musicals and distance running. I am currently in the process of collecting a marathon in each of the 50 states.