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Roger W. Gum

Roger W. Gum, CFP®, CWS®, CRPC®

Managing Director
Charlotte, NC

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Roger Gum is a managing director for the Private Wealth division of Ronald Blue Trust.

As managing director, Roger oversees the day-to-day operations, growth, and expansion of the office in Charlotte, North Carolina. In addition to his leadership role, Roger works with individuals, families, and businesses, using his objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help clients focus on the things that matter most to them. Roger and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Ronald Blue Trust, Roger held positions in sales and strategic planning with a Fortune 500 company.

Active in his community, Roger is a frequent speaker at churches and professional organizations in the Charlotte area. In 2013 he published his first book, Financial Faithfulness: Unlocking Scripture to Avoid the Distraction of Money.

Roger graduated from the University of Kentucky with a BA in communications where he also played second base for the Wildcats.

Roger and wife, Susan, live in Charlotte and have three adult sons and one granddaughter. In his spare time Roger enjoys leading discipleship groups and playing competitive tennis.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

The client's experience may not be representative of the experience of other clients and is not indicative of future performance or success.

Resources

  • Financial Faithfulness: Unlocking Scripture to Avoid the Distraction of Money

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