Donald W Roork

Donald W Roork

Certified Financial Planner

Phone: 419-841-6700
Fax: 419-841-6836
E-mail:

Bowling GreenStateUniversity Graduate, Degree in Business Administration.

 

Certified Financial Planner Designation from College for Financial Planning of Denver, Colorado.

 

Over 30 years experience as a financial advisor.

 

Conducts personal investment management seminars.

 

Don has appeared on local WTVG Channel 13's, "Ask the Expert" noon newscast.

 

For 3 years was the host of a weekly television program called "Financial Forum" airing on Channel 48 in Toledo, Ohio.

 

Formerly on Board of Directors of the Toledo Estate Planning Council. 

Former Chairman of the Board, three time President and Ethics Officer of the 85-member Northwest Ohio Chapter of the Financial Planning Association (FPA), the leading association for Financial Planners.

Member of the Toledo Area Partnership for Philanthropic Planning.

Current Branch Director for the local Kingdom Advisors Chapter www.KingdomAdvisors.org.

Series 7 Registered Representative and Series 24 Registered Principal with FSC Securities.

Series 3 license in Commodities with Futures Commission Merchant PFG Best.

Happily married to his wife Pam for 35 years. They are blessed with three children.

Don and Pam and their family attend Calvary Assembly of God Church in Toledo where Don has served as the Vice Chairman of the board.