Rick Rodgers, CFP®, CRPC®, CRC®, is founder and President of Rodgers & Associates. His career in the investment and financial advisory profession began in 1984 with one of the big six Wall Street firms. Twelve years later, he founded Rodgers & Associates as a way to concentrate on financial planning. His vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth advisor to high-net-worth individuals, Rick provides integrated financial, tax, and investment strategies, retirement planning, executive compensation, and estate and charitable planning.
Since 2010, Rick has become a regular guest on television programs nationwide. Producers and hosts alike praise Rick for his sharp wit and expert commentary on retirement planning and tax strategy.
A committed Christian, Rick was a field representative for Larry Burkett's Christian Financial Concepts (now known as Crown Financial Ministries). Active in both his church and community, Rick has also volunteered as a mortgage counselor for Tabor Community Services. He currently serves on the finance committee of the United Way of Lancaster County and the advisory boards of SCORE Lancaster, The Ware Center, and The Mix at Arbor Place. Rick and his wife Jessy live in Lancaster, Pennsylvania. In addition to spending time with his seven grandchildren, Rick enjoys golfing and boating on the Chesapeake Bay.