Rick Rodgers, AIFA®

Principal

Rick is a Principal and Consultant at Innovest Portfolio Solutions. He is a member of Innovest’s Retirement Plan Practice Team, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. He is also responsible for new business development in Innovest’s retirement plan practice.

With more than 30 years of experience working as a consultant and educator to public and private-sector retirement plans, Rick offers clients a rich perspective. As a former professional musician, Rick is a gifted speaker. His thoughts, ideas, and successes concerning investment consulting, education, retirement planning practices, and fiduciary due diligence have been presented to plan sponsors, employee benefits professionals, and human resource organizations from coast to coast.

Rick worked with a California-based investment consulting firm, Advisory Consulting Group (ACG), as Director of Retirement Plan Consulting from 2018 to 2020. At ACG, he was responsible for leading the retirement plan and investment consulting practice. ACG was acquired by Innovest in 2020 to expand its existing operations in California, and Rick returned as a partner of the firm.

Rick joined Innovest in 2005 and was Co-Founder and CEO of InSight Employee Benefit Communications, a subsidiary of the firm. He also served as Director of Marketing & Client Services for the Colorado County Officials and Employees Retirement Association from 1998 to 2003. In addition, Rick was formerly a Managing Director with Nationwide Retirement Solutions and worked with the State of Florida Deferred Compensation Program before relocating to Colorado in 1991.

Rick has earned the Accredited Investment Fiduciary (AIF®) and Accredited Investment Fiduciary Analyst (AIFA®) designations from the University of Pittsburgh, Joseph M. Katz Graduate School of Business, and has received formal training in investment fiduciary responsibility assessment. Also, he has earned the Series 65 License (Registered Investment Adviser Representative) through FINRA. He is a member of the Institutional Investors Retirement Plan Advisory Board, National Association of Plan Advisers, and Western Pension & Benefits Council, and currently serves as Industry Chairman of the Board for the Colorado Public Pension Coalition.

Rick, his wife, and three children spend their free time enjoying outdoor sports, including fishing, golf, hiking, and biking. They love to travel to destinations for vacations where they can sail, snorkel, and fish.

rrodgers@innovestinc.com