Roger W. Gum

Roger W. Gum, CFP®, CRPC®

Managing Director, Partner
Charlotte, NC
A Message from Roger
roger.gum@bluetrust.com
(704) 409-1903
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Roger Gum is a managing director for the Private Wealth division and partner of 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 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. A completely revised and updated version of Financial Faithfulness was released in 2022.

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

He and his wife, Susan, live in Charlotte with their three sons. In his spare time, Roger enjoys playing competitive tennis and leading discipleship groups.

 
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We first called Blue Trust to determine how soon I could retire. Our 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.

Jim & Norma W.Lake Elsinore, CA

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

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our 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.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Roger

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

  • Financial Faithfulness in Investing

  • Biblical Principles of Finance

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