Advisor at Four Peaks Planning and Investments LLC
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Firm
Four Peaks Planning and Investments LLC
Location
Gilbert, AZ 85295
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Ian Rodgers is a CFP® professional with 21 years of experience in financial advising. He currently leads Four Peaks Planning and Investments LLC, an independent advisory firm he founded in 2019. Prior to that, he worked at Merrill Lynch from 2014 to 2019. Rodgers serves on the Board of Directors and chairs the Investment Committee for the Goodwill of Central and Northern Arizona, where he oversees the selection and monitoring of outside investment managers. Four Peaks Planning and Investments LLC manages approximately $55 million for nearly 150 clients, offering personalized portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and provides public educational seminars at no cost.
Based on Four Peaks Planning and Investments LLC
Based on Four Peaks Planning and Investments LLC
1.20% annually
1760 E Pecos Rd, Suite 347
Gilbert, AZ 85295
Arizona · California
Four Peaks Planning and Investments
2019 - Present (7 years)
MSH Advisors LLC
2019 - 2019 (1 year)
MS Howells
2019 - 2019 (1 year)
Merrill Lynch
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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Larson Wealth Management, LLC
CFP®, Series 65
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Kingdom Wealth Advisers
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, JD
Mesa, AZ
Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
CFP®, Series 63
Queen Creek, AZ
Flight Capital Management, LLC
CFP®, Series 63, Series 65
Tempe, AZ
Estate & Retirement Strategies LLC
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