Kristin Rogers, CFP®
“It is very rewarding to me to help people learn about the practical, on-the-ground steps they can take to make smart choices with their money.”
Even as a six-year-old, I was interested in money and finance. Growing up on a Minnesota farm as the oldest of three children, our idea of “playing house” included running our own businesses out of the different sheds and buildings. I was the one who created the play money and checks for these businesses. Ever since then I’ve been drawn to learning how to be financially savvy with my own money and helping others do the same.
I attended college and received a degree in Business Administration with a minor in Communication and Business Law. While in college, I was active in Circle K International, which is part of the Kiwanis service organization.
Since graduating from college, I have worked as a Paraplanner and Financial Advisor with large, well-known financial services companies and realized I prefer being affiliated with a smaller-sized company that is more in tune to doing what is right for clients versus the company’s bottom line. I joined Garrett Planning Network to be part of a network of advisors that share those same values.
The organizations I volunteer with are also based on a set of core values. They include: truth, fairness, building goodwill and creating benefits for all concerned. As a member of my local Rotary club, I'm serving as the 2016-2017 President and have served as the Foundation Chairperson from 2011-2016 where I helped raise funds for various causes locally and around the world. I am the coordinator of the STRIVE program (Students Taking a Renewed Interest in the Value of Education) which is a program for high school juniors who face academic challenges. Outside of these activities, I also enjoy teaching my childrens' Sunday School classes.
I’ve been married since 2002 and have three children who are all baseball and softball fans. My hobbies include playing volleyball, biking with my family and traveling to fastpitch softball tournaments to watch my husband and oldest daughter play.
As a CERTIFIED FINANCIAL PLANNER™, I look forward to working with people who are ready to make a commitment to improve their financial lives or who are already saving and need guidance about what to do next. When people have a financial plan in place, they have more time to focus on what matters most in their lives.
Garrett Investment Advisors
As a representative of Garrett Investment Advisors, LLC, an SEC registered investment advisor, Kristin Rogers is able to serve clients in Minnesota and other jurisdictions throughout the U.S. where exempted.
For more information about Garrett Investment Advisors, please visit their website.
Garrett Planning Network
Kristin Rogers is a member of Garrett Planning Network, a nationwide network of independent, fee-only financial planners who are dedicated to making objective, intelligent financial advice accessible to everyone. This means you don’t have to turn over control of your finances, open new accounts or be wealthy to work with Financial Advocate For You. We charge based on the time we spend working together, not based on your wealth. You will receive fee-only fiduciary advice, which means your best interests always come first.
For more information about Garrett Planning Network, please visit their website.