Savannah Rogers

Savannah Rogers

Client Service Associate

Focus

As a Client Service Associate, Savannah is often the friendly first voice you hear when calling Waypoint Financial Advisors. Her responsibilities include opening and maintaining accounts, facilitating transactions, and helping clients with requests and questions. She also provides general administrative support for the team.

Background & Experience

Savannah joined Waypoint Financial Advisors in 2022 as a Client Service Associate. Prior to joining the Firm, Savannah had 3 years of experience in financial and professional services at Raymond James & Associates.

Away from the Office

Savannah lives in Costa Mesa, California. During her free time, she enjoys traveling, hiking, and
rescuing animals for Rogers Rescues which she started with her sister.