portrait of Dan Rodgers
FINANCIAL ADVISOR

Dan Rodgers

CFP®, AAMS™
237 N Chelan Ave, Wenatchee, WA 98801opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Charitable Giving
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Pets
  • Motorcycles
  • Outdoor Enthusiast
  • Traveling

Team Members

  • Janis Campbell
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 662-4491

Fax

(888) 822-4570

Office Address

237 N Chelan Ave
Wenatchee, WA 98801opens in a new window

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