Rick Rogers CFP®, CRPC
Rick Rogers, CFP®, CRPC, is a Senior Financial Advisor with Cedar Mountain Advisors. Rick has nearly 30 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 applies this education and proficiency to provide personal details that extend far beyond the investment process. The results are innovative strategies that help clients manage their financial health while navigating 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 you while creating a financial strategy tailored to guide you to your specific goals.
Rick graduated with honors from Oregon State University in 1991. And as the father of two young men – Rick understands the need for “life-balance” in the busy lives of his clients and the importance of planning to help provide enjoyment as well as stability for the present and future.
