About Rodney Boelter, ChFC®, RICP®, CPFA®
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Rodney Boelter, ChFC®, RICP®, CPFA®
Contact Rodney directly: 602-770-4523 C 480-638-2120 O
Domicile State: Arizona |
Rodney Boelter, ChFC®, RICP®, CPFA®, is a financial planner with over 20 years of experience. As a Chartered Financial Consultant, Retirement Income Certified Professional designee, and Certified Plan Fiduciary Advisor designee, he has the knowledge to help guide you through various financial situations that arise in life. Rodney's goals are to improve your situation, educate you, and clarify complicated products and concepts so they are more easily understood.
We all have financial goals we want to accomplish and we worry about making mistakes. With the jungle of different choices and options out there, it's easy to get confused and a little frightened. You need a guide you can trust to help navigate past any questions you may have and help point you in the right direction to help you prepare for the future.
As your guide, Rodney works with you to develop a plan to help alleviate your concerns so you can pursue your financial goals. In the end, it is his hope that you will have a feeling of relief and accomplishment knowing you have made plans to prepare for your financial future. By understanding what is important to you, and why, Rodney will help build a plan made for you; one that is custom and not off the rack.
Rodney is available to meet with you (by phone, in person, or video conference) to discuss your financial goals and concerns. He is your financial guide and resource who will work with you to develop your personal plan so you can pursue your financial goals.
Contact Rodney today.
Bio: Rodney Boelter, ChFC®, RICP®, CPFA (PDF)