Dennis J. Rogers,  CFP<sup>&reg;</sup> - Financial Advisor

Dennis J. Rogers, CFP®

CPA

President

Rogers & Kirby, Inc. / United Planners'

7210 N 16th St
Phoenix, AZ 85020
(602) 509-3450

General

Dennis Rogers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rogers & Kirby, Inc. / United Planners' in Phoenix, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: AZ
  • Health/disability insurance: AZ
  • Fixed annuities: AZ
  • Variable annuities: AZ

Broker-Dealer Affiliation

United Planners Financial Services of America

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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