Rich Rogers Email & Phone Number

As the Area Manager for Wells Fargo Advisors covering the San Jose to Carmel area, I have the honor of leading Financial Advisors and expanding our talent in the area through multiple unique platforms. Our team of advisors, associates and partners have the privilege to serve clients focused on all areas of wealth management including planning, investing, liability management, liquidity, legacy and protecting personal, family and business assets.As an experienced manager in the financial services industry, I am fully committed to helping our FAs harness the depth and breadth of our products, services, and practice management technology to serve clients effectively. While I’ve held a variety of different roles during my career, I enjoyed most being able to assist other financial professionals find the appropriate platform to serve our clients and unleash their passion for personal growth. My priorities center on creating world class client experiences and providing a work culture that promotes collaboration, advocacy, camaraderie, leadership, fun and results. My management style is simple, invest in your team from a holistic perspective and they will invest in our clients. If you are a financial professional interested in learning more about the opportunities with Wells Fargo Advisors, please contact me. I’d like to learn about your current situation, what your goals are for the future, and what if anything may be getting in the way. I will work to find the proper platform to support your goals whether that is in a branch office or independent. Together we can determine if we should do something further, or not.This information is intended for use by residents of AR, AZ, CA, FL, HI, ID, IL, MA, NY, OR, TX, UT, and WA only.CA Insurance License # 0753169Resident State: CA/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Series 7, Mutual Funds, Relationship Management, Investments, and 13 others.

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  The University Of Texas At Arlington

  Finance, General