Stephen Elliker (CFP®, MBA, RICP®)
Stephen Elliker focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Steve joined Rodgers & Associates after working eighteen years in the financial services field. He began as a research analyst and then moved into the role of a financial adviser, most recently with Vanguard. He finds working one-on-one with people to be very rewarding. The analytical part of financial planning allows him to use his diagnostic skill set. In contrast, his people skills are needed when it comes to helping clients envision their future retirement. He says it has been surprising to see how difficult it is for some people to transition from saving to spending in retirement. Having an experienced retirement planner affirm that it is OK to spend is often the assurance they need to enjoy the funds they have saved.
Rodgers & Associates are true experts in retirement planning, and he is thrilled to work for a firm that has such a strong background in the field. One of the most rewarding parts of being a financial adviser for Steve is helping a client reach their financial goals. Therefore, he takes the time to get to know each and every client; who they are, what is important to them, and how he can help them reach their financial aspirations.
Additional Information
When Steve is not helping a client with their financial plan, you might find him tending to Elliker Cookie Company, a cookie business that he and his wife, Amy, operate together. They have four children and enjoy camping as a family. Steve also serves on the parish council and stewardship committee for his church, Sts. Constantine and Helen Greek Orthodox Church and is the Race Director for a non-profit called OneRunTogether, which helps cancer patients.
NAPFA Start Date
July 15, 2021
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