Roger Ma CDFA®, CFP®


lifelaidout

344 Maple Ave W
Suite 202
Vienna VA 22180
Get directions
4123343748

Roger is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst®, and former Googler and investment banker. He works with high-achieving professionals — primarily in their 40s and early 50s — who are seeking clarity, control, and confidence as they approach early retirement or financial independence.

Most of his clients are balancing demanding careers, family responsibilities, and complex financial decisions. Roger helps them:

  • Manage equity compensation and concentrated stock positions

  • Minimize lifetime taxes through proactive strategies (Roth conversions, capital gains harvesting, etc.)

  • Plan for early retirement, healthcare before Medicare, real estate moves, and more

  • Navigate transitions with a trusted partner by their side

Through his firm, lifelaidout, Roger offers personalized, fee-only financial planning and investment management, working with a select group of clients to provide high-touch, in-depth guidance.

Learn more at www.lifelaidout.com