Nicholas Rogers in

Nicholas Rogers

Login to view DISC.
Principal/Financial Advisor at Rogers Financial Group LLC
📍 Yakima, Washington, United States

Nicholas Rogers is the Principal and Financial Advisor at Rogers Financial Group LLC, affiliated with New York Life. He specializes in creating custom solutions for financial planning, wealth management, and business planning. He is a graduate of San Diego State University and holds WMCP and LUTCF certifications.

As a San Diego native, Nicholas enjoys spending his personal time golfing and fishing. He also values spending quality time with his family outside of his professional commitments.

Unique fact: Nicholas provides comprehensive services including college funding and lifetime income strategies.

Read the full overview →
Experience
22 Years
Current Role
Principal/Financial Advisor
Location
Yakima, Washington, United States
Personality Overview

How Nicholas shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Nicholas cares about

Custom Financial Planning
His entire practice is built around providing clients with custom-tailored solutions for their personal and business financial goals.
Wealth Management
He holds the Wealth Management Certified Professional (WMCP) designation, highlighting his specialized expertise in this area.
+4 more topics Login to view topics
Career

Work history

3-2003
Principal/Financial Advisor
Rogers Financial Group LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education

Nicholas has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Nicholas. Free, 10 seconds.