Rogers C. Penfield,  CFP<sup>&reg;</sup> - Financial Advisor

Rogers C. Penfield, CFP®

Owner

Social Security Strategies

928 Wilder Chapel Ln
Maryville, TN 37804
(865) 805-3129

General

Rogers Penfield is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Social Security Strategies in Maryville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC,

Insurance Licenses

  • Life insurance: TN, KY, NC
  • Health/disability insurance: TN, KY, NC
  • Fixed annuities: TN, KY, NC
  • Variable annuities: TN, KY, NC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources