Rick Rodgers, CFP®, CRPC®, CRC®

Certified Financial Planner Professional, Author, Keynote Speaker

Rick Rodgers

“To those investors skittish about working with a planner, I say this: Trust . . . but verify. Don’t ask them about performance; ask about their process. Do they follow through on what they say they will do? Have there been any negative surprises?”

Rick Rodgers

Rick Rodgers, CFP®, CRPC®, CRC® is co-founder and president of Rodgers & Associates. His career in the investment and financial advisory profession began in 1984 with one of the big six Wall Street firms. Twelve years later, he founded Rodgers & Associates as a way to concentrate on financial planning. His vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth advisor to high-net-worth individuals, Rick provides integrated financial, tax, and investment strategies, retirement planning, executive compensation, and estate and charitable planning.

Since 2010, Rick has become a regular guest on television programs nationwide. Producers and hosts alike praise Rick for his sharp wit and expert commentary on retirement planning and tax strategy.

The New Three-Legged Stool book cover

He is also author of the book The New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning (Wiley & Sons), where he offers up expert advice on how to navigate complex tax issues, using clear language and real-life examples.

A committed Christian, Rick was a field representative for Larry Burkett’s Christian Financial Concepts (now known as Crown Financial Ministries). Active in both his church and community, Rick has also volunteered as a mortgage counselor for Tabor Community Services. He serves or has served on the finance committee of the United Way of Lancaster County and the advisory boards of SCORE Lancaster, The Ware Center, and The Mix at Arbor Place. In addition to spending time with his eight grandchildren, Rick enjoys golfing and boating on the Chesapeake Bay.

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Rick Rodgers's Media Apperances

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Certified Financial Planner
Member, National Association of Personal Financial Advisors
Member, Financial Planning Association

Contact Rodgers & Associates

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800
Toll-Free: 888-876-3437
mark@rodgers-associates.com
Rodgers & Associates
2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437