Roger Klauer

Client Advisor

About

I began my career as a fixed-income proprietary trader. This experience allowed me to quickly learn how and why markets moved.

My knowledge and expertise were only valuable to myself and my partners due to the fact that we had no outside investors. Wealth management gave me the opportunity to take my skill set and positively impact families by helping them navigate the complex investment world.

Full transparency and alignment are my top priorities when working with families. I am fortunate to work with talented Caprock team members who help me provide unwavering service and support to the families I serve.

Roger Klauer, Client Advisor at Caprock

Location

Winter Park

Education

B.A. in Management Information Systems – University of Notre Dame

Interests

Soccer, tennis, skiing, and spending time with my family

Boards or Association Memberships

Boards or Association Memberships

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