Rick Rogers, CFP®, CRPC, is a Senior Financial Advisor with Cedar Mountain Advisors. He brings nearly 20 years of experience in the financial industry with expertise in providing personalized advice, asset management and analytical skills to customize individual planning and wealth management approaches to the varied needs of his clients. Recent accolades include being named a Five-Star Wealth Manager in Portland Monthly Magazine every year since 2012. This award is given to less than 7% of wealth managers in the area.
As a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC), Rick is able to apply his education and proficiency to provide details that extend far beyond the investment process. The results are innovative strategies that help clients manage their financial health while they navigate both expected and unexpected life changes. Through detailed conversations and deep relationships, Rick excels in taking the time necessary to understand your needs, desires and concerns in order to reach the solutions that fit you while creating your plan designed to guide you to your specific goals.
Rick graduated with honors from Oregon State University in 1991. In his personal time, Rick volunteers for the non-profit educational speaker’s bureau, Society for Financial Awareness, and is very active in youth sports by serving on the board of Lincoln Youth Baseball and Softball. Married and a father of two young boys – Rick understands the importance of “life-balance” in the busy lives of his clients and the importance of planning and saving hard-earned assets to help provide stability for the present and future.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 902 Portland wealth managers were considered for the award; 217 (24 percent of candidates) were named 2017 Five Star Wealth Managers.