Rick Rogers
Rick Rogers
CFP®, CRPC
Senior Wealth Management Advisor
Rick Rogers, CFP®, CRPC, is a Senior Financial Advisor with Cedar Mountain Advisors. He brings over 25 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.
As a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC), Rick strives to provide details that extend far beyond the investment process. The ideal results are innovative strategies to 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 to reach the solutions that fit each individual while creating your plans 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 remains active in youth sports. A father of two amazing young men – 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.
