“It’s not how much money you make but, how much money you keep, how hard it works for you, and how many generations you keep it for.” —Robert Kiyosaki. “Mistakes in investment management, estate planning and taxation could cost you and future generations a great deal of time and money. Working with a Certified Financial Planner™, can help get you on the right path.”
Richard Elias, CFP®, AWMA® joined Rodgers & Associates in 2019. He works primarily with clients in or approaching retirement. Richard brings with him over a decade of experience in the insurance, banking and investment industries. Richard began his career in finance in 2007 working with Bankers Life Insurance Company. Prior to joining Rodgers & Associates, he worked in the banking and investment industry as a Regional Bank Private Banker for Wells Fargo and later as a Financial Solutions Advisor with Merrill Edge.
Richard graduated from West Chester University with a bachelor’s degree in Business Management. He lives in Downingtown with his wife Sarah and his two sons, Logan and Alexander. Richard enjoys biking, skiing and golfing.