Rick Rodgers
Keynote Speaker & Financial Adviser

Rick Rodgers is a keynote speaker, author, wealth manager, and president of Rodgers & Associates.

Professional Credentials

CFP Logo
CRPC Logo
NAPFA Logo

Certified Financial Planner (CFP®) Professional

Chartered Retirement Planning Counselor (CRPC®)

Member, National Association of Personal Financial Advisors

Certified Retirement Counselor (CRC®)

Rick's expertise has been featured through interviews and articles in:
  • New York Times
  • Money magazine
  • Investment News
  • Smart Money magazine
  • WGAL-TV (NBC)
  • WITF Public Radio (NPR)
  • Central Pennsylvania Business Journal
  • Harrisburg Patriot-News
  • Lancaster Intelligencer-Journal
  • Wealth Magazine
  • CPA magazine
  • Physician’s Money Digest
  • Lancaster County Magazine
  • VentureBeat
  • LifeTuner

Keynote Speaker Rick Rodgers

Rick Rodgers is available for booking as a keynote financial speaker for your conference or event. Rick customizes his presentation for your audience and to match the goals of your meeting.

Bio

Rick Rodgers Portrait

Rick founded Rodgers & Associates in 1996 after twelve years in the financial planning industry. He began his career with Shearson American Express in 1984. He founded Rodgers & Associates with the vision of helping families prepare for a worry-free and dignified retirement through the creation and conservation of their wealth. Rick is committed to helping his clients plan for the future while living in the present, which is why his approach to helping clients reach their retirement goals is individually focused.

Wealth Manager magazine has named Rodgers & Associates one of the country’s top wealth managers each of the past seven years. This annual ranking of Top Wealth Managers is based on the asset value of each participating wealth manager's average client relationship as of the last calendar day of the previous year. This average is calculated by dividing the total client assets under management by the total number of client relationships.

Rick is a current member of the prestigious Financial Planning Association. Rodgers & Associates is a corporate NAPFA-Registered Financial Adviser, The National Association of Personal Financial Advisers. A committed Christian, Rick served as a field representative for the North East to Larry Burkett's organization Christian Financial Concepts from 1990 to 1995. Rick is a 1987 gradate of Leadership Lancaster, and he currently serves on the Board of Directors for LancasterHistory.org and on the finance committee of the United Way of Lancaster County. He volunteers two days a month as a Mortgage Counselor for Tabor Community Services, helping people avoid foreclosure on their homes.