Broker Check
Craig Rogers, RICP®, CLU®

Craig Rogers, RICP®CLU®

Financial Planner

Craig is a Retirement Income Certified Professional and a Chartered Life Underwriter, delivering an objective and process-based approach that considers a client's finances, values, and desires. Previously serving in management roles for over 29 years, Craig joined our team in 2021. He is a graduate of the College of Financial Planning Certified Financial Planner Certification Professional Education Program and continues pursuing financial and industry designations. Craig and his family reside in Northern California.

Fun Facts:

  • Where would you most like to visit on vacation?
    We’ve done a lot of traveling but would like to stay at one of those thatched huts that are over the water at the Hilton in Fiji. Being able to step out on the patio and dive into the crystal-clear ocean, priceless.

  • What is your proudest accomplishment?
    A loving family and great circle of friends.

  • What is the most fun moment with your best friend?
    Climbing Half Dome in Yosemite, exhilarating view.

What do I enjoy most about being a financial planner?
It is my mission to help people achieve a crystallized vision of their retirement from a psychological and financial perspective so they can proudly live with a sense of security and support that they deserve. It also keeps me sharp and engaged so I can continue to support society in general.