Locations

“The two most powerful warriors are patience and time.” — Leo Tolstoy

Branch Locations: Lakeline and Teravista

FINRA’s Broker Check for Richey Rogers

Richey brings over three decades of experience in financial services to his role as a financial advisor at UFCU. In his work with investors he has traveled all over the U.S., Japan, Canada, and U.K. He knows that the keys to any successful trip are having a clear idea of what you want to accomplish and diligent planning. Retirement planning is like planning the trip of a lifetime, if a bit more complicated. Retirement can last 20 to 30 years or more and life events often take us in a different direction than we originally intended. As a CERTIFIED FINANCIAL PLANNER™ Richey’s practice is focused on helping clients develop, implement, and monitor a solid plan that gives them confidence about their retirement journey and improves the chances that their retirement lives up to their expectations.

When not collaborating with clients to help them achieve their retirement adventure goals, Richey’s activities center around family and fitness. He and his wife, Heather, have two children: a daughter in Dallas and a son who is stationed in Germany with the U.S. Army.

Get to Know Richey

What was your favorite TV show growing up?
Wide World of Sports. “The thrill of victory and the agony of defeat” intro…classic.

If you could meet anyone, living or dead, who would it be?
The answer changes regularly, but right now I would say Buster Welch.

To learn more about how Richey can help you with your investment needs, email [email protected] or call (512) 997-2346.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

BrokerCheck

Check the background of this investment professional on FINRA’s BrokerCheck.

Profile

-Guiding members with their investments holistically throughout their lives.

In 2005, Srinath transitioned into the financial sector from the technology industry. With his tech background, he can take a complex process, analyze its parts, simplify it, bring clarity, and execute a plan correctly and efficiently.

Before he brings a member on as a client, he spends a lot of time listening and asking questions to find out about the member’s life and learn about their goals, concerns, and aspirations. He then presents a workable plan that suits the client. Knowing his clients’ financial decisions will impact them for years, Srinath prides himself on valuing his clients and ensuring he is doing his best for them.

Srinath has called the Austin area home since 1991.

He has two grown children: his daughter and her fiancé live in Houston and his son lives in Dallas. In his spare time, he loves being outdoors, connecting with and learning from people who are not like him, and spending time improving himself as a person.

Get to Know Srinath

What was your favorite TV show growing up?
“Hawaii Five-O.”

If you could meet anyone, living or dead, who would it be?
“Ian Fleming (He had an interesting life and I am a 007 fan).”

What is the number one item on your bucket list?
“Skydiving.”