Client Advisory

Biography

Derek Rogers, CFP®, CPWA®, is a Senior Associate in the Louisville office of Cerity Partners, where he works closely with clients to deliver financial planning solutions designed to address clients’ individual needs. His team serves a diverse group of clients, including business owners and corporate executives, helping them navigate complex financial decisions.

Outside of the office, Derek enjoys spending time on the golf course and fishing whenever he gets the chance.

Education

  • B.S. in Personal Financial Planning, a CFP® Board Certified Program from Western Kentucky University
  • Personal Financial Planning Certificate from Western Kentucky University

Highlights

  • Certified Private Wealth Advisor®
  • CERTIFIED FINANCIAL PLANNER®
  • Series 65 License Holder
  • Life and Health Insurance License Holder

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