Kevin D. Rorie,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin D. Rorie, CFP®

Voyager Wealth Advisors

254 S 1470 E #101
St. George, UT 84790
(435) 319-6190

General

Kevin Rorie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Voyager Wealth Advisors in St. George, UT and the surrounding communities.

Financial Advisor Overview

Our team at Voyager Wealth Advisors, Inc., provides comprehensive financial planning and portfolio management services for a select clientele. Our highest priority is to help you safely navigate life’s sometimes turbulent waters to achieve financial security and a vibrant, meaningful life. We believe true wealth is about much more than dollars.

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Financial Advisor Experience

Raymond James Financial Services Advisors, Inc., Investment Advisor Representative, 12/2018 - Present Raymond James Financial Services, Inc., Financial Advisor, 08/2017 - Present Raymond James Financial Services, Inc., Employee, 04/2017 - 08/2017 Wells Fargo Bank, NA, Personal Banker, 06/2014 - 04/2017

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Voyager Wealth Advisors, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources