Rick Rodgers
CFP, CRPC, CRC
PA, USRick Rodgers, CFP® is an author, keynote speaker, wealth manager and President of Rodgers & Associates, "The Retirement Specialists", in Lancaster, PA. Rick's articles on retirement planning have appeared in Wealth Manager magazine, CPA Magazine and Physician's Money Digest. He also writes a column for Lancaster County Magazine titled "It's Your Money". Rick has appeared numerous times on WGAL TV to discuss financial issues in the news. He was called upon by WITF radio for a special appearance on Smart Talk in October 2008 to discuss the financial crisis as it was unfolding. He has been quoted in the New York Times, Money Magazine, Investment News, Smart Money magazine, Central Pennsylvania Business Journal, Harrisburg Patriot News and Lancaster Newspapers.
Rick is a 25 year industry veteran, beginning his career with Shearson American Express in 1984. He founded Rodgers & Associates in 1996 to help families create and conserve their wealth in preparation for worry-free and dignified retirements. With the commitment to help his clients plan for the future while living in the present, Rick offers an individually focused approach to helping clients reach their retirement goals.
In July 2009 Wealth Manager Magazine named Rodgers & Associates as one of the country's top wealth managers for the seventh year in a row. The annual ranking of Top Wealth Managers is based on the asset value of each participating wealth manager's average client relationship as of December 31, 2008 and is calculated by dividing the total client assets under management by the total number of client relationships.
Rick was a 1987 graduate of Leadership Lancaster and is a current member of the prestigious Financial Planning Association. Rodgers & Associates is a corporate member of NAPFA, The National Association of Personal Financial Advisers. A committed Christian, Rick served as a field representative for the North East to Larry Burkett's organization Christian Financial Concepts from 1990 to 1995. Rick currently serves on the Board of Directors for LancasterHistory.org and on the finance committee of the United Way of Lancaster County. He also volunteers every other Thursday as a Mortgage Counselor for Tabor Community Services helping people avoid foreclosure.
Rick Rodgers, CFP® is an author, keynote speaker, wealth manager and President of Rodgers & Associates, "The Retirement Specialists", in Lancaster, PA. Rick's articles on retirement planning have appeared in Wealth Manager magazine, CPA Magazine and Physician's Money Digest. He also writes a column for Lancaster County Magazine titled "It's Your Money". Rick has appeared numerous times on WGAL TV to discuss financial issues in the news. He was called upon by WITF radio for a special appearance on Smart Talk in October 2008 to discuss the financial crisis as it was unfolding. He has been quoted in the New York Times, Money Magazine, Investment News, Smart Money magazine, Central Pennsylvania Business Journal, Harrisburg Patriot News and Lancaster Newspapers.
Rick is a 25 year industry veteran, beginning his career with Shearson American Express in 1984. He founded Rodgers & Associates in 1996 to help families create and conserve their wealth in preparation for worry-free and dignified retirements. With the commitment to help his clients plan for the future while living in the present, Rick offers an individually focused approach to helping clients reach their retirement goals.
In July 2009 Wealth Manager Magazine named Rodgers & Associates as one of the country's top wealth managers for the seventh year in a row. The annual ranking of Top Wealth Managers is based on the asset value of each participating wealth manager's average client relationship as of December 31, 2008 and is calculated by dividing the total client assets under management by the total number of client relationships.
Rick was a 1987 graduate of Leadership Lancaster and is a current member of the prestigious Financial Planning Association. Rodgers & Associates is a corporate member of NAPFA, The National Association of Personal Financial Advisers. A committed Christian, Rick served as a field representative for the North East to Larry Burkett's organization Christian Financial Concepts from 1990 to 1995. Rick currently serves on the Board of Directors for LancasterHistory.org and on the finance committee of the United Way of Lancaster County. He also volunteers every other Thursday as a Mortgage Counselor for Tabor Community Services helping people avoid foreclosure.
