David Rogers, CFP

David Rogers believes it is important to first invest his time – seeking to understand what a client is working toward and the level of risk they’re comfortable with – before investing their money. This philosophy has guided him since he began serving individuals and families with their wealth management needs nearly 20 years ago.

He is committed to providing an individualized, comprehensive approach to help clients manage their wealth and plan for their futures – whether that involves planning for retirement, saving for college, seeking to protect the financial futures of future generations, or any other scenario.

David doesn’t balk when clients approach him with particularly challenging circumstances. In fact, he has experience with and passion for complex financial, estate, and business succession planning. He also welcomes the opportunity to partner with a client’s other trusted professionals, such as attorneys and accountants, to deliver a comprehensive strategy that leverages all parties’ expertise.

Having lived in major financial hubs across the globe – including Los Angeles, New York, London, Switzerland, and Italy – David brings a unique international perspective to his practice. This global experience enhances his ability to provide well-rounded, insightful advice tailored to the needs of clients from diverse backgrounds.

David’s interest in financial services began early in life, and he earned a bachelor’s degree in finance from Florida State University. He also holds the Certified Financial Planner™ (CFP®) designation.

He has served individuals and families with various financial needs throughout his career and has worked at several large institutions, including Edward Jones, Regions Bank, J.P. Morgan Asset Management, and Bernstein private Wealth Management. David decided to become an independent financial advisor in 2024 to further his client-first philosophy and form robust partnerships with his clients.