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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Rob Rodgers, CFP®, CDFA®

Vice President

Rob Rodgers, CFP®, CDFA®

Vice President

Location: North Hills
Phone: (724) 940-0990 x 1514

Robert Rodgers is a Vice President with Hefren-Tillotson. He utilizes Hefren-Tillotson's comprehensive financial planning approach to help his clients reach their financial goals in the areas of investments, retirement, tax and estate planning. Rob is committed to providing the highest level of service to every client.

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Rob is a CFP® professional, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance. He is also a Certified Divorce Financial Analyst® which allows him to specialize in examining the financial impact of proposed divorce settlements, while he helps his clients navigate the many financial issues related to a divorce. Rob graduated Magna Cum Laude from Allegheny College, earning a Bachelor of Arts Degree in Managerial Economics.

Rob gained valuable experience early in his career while working as a Senior Financial Planner in Hefren-Tillotson's Financial Planning Department. During this time, he worked on personalized financial plans for a variety of individual clients, utilizing Hefren-Tillotson's unique and proven MASTERPLAN approach.

Rob is a native of Pittsburgh who resides in Wexford with his wife and dog. In his free time he enjoys being active and spending time with his family and friends. His community involvement includes serving on the Board of the National Aviary and Fund it Forward.  He is also an active member of the United Way Bridges Society.  

Rob is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

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.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.