Andrew Rogers (CFP®)
Planning Specialties
Andrew Rogers joined Legacy Financial Strategies in 2019 with 10 years in the financial services industry. He began his career in banking in 2009 and entered the wealth management profession in 2012.
Andrew works with both individuals and business owners but specializes in showing business owners how to account for the value of their business in their personal financial plan. His experience in working with entrepreneurs and risk-takers has allowed him to add tremendous value to those growing, selling, or developing smart succession planning for their business.
Additional Information
His previous experience at both a large national institution and small local planning firm inform Andrew’s approach which incorporates the benefits of each.
His credentials include:
- CERTIFIED FINANCIAL PLANNER™
- Bachelor’s degree in business with an emphasis in finance from University of Missouri-Kansas City.
Andrew somehow finds the time to serve his community even as he and his wife look after their 2 young children and dogs. He acted as the Chairman of the Board for the Bacchus Foundation for three years and has volunteered with both Junior Achievement and March of Dimes.
Schedule some time to meet with Andrew here .
NAPFA Start Date
May 17, 2021
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