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Client Testimonial
"Coach John R. Wooden, UCLA"
"Rodger Rutter has been my trusted Financial Consultant for over a decade and has provided me with sound information to assist me in managing both my personal finances and estate planning. Rodger has played an integral part in helping me achieve my goals. He continues to assist and advise me on my estate and personal portfolio. His vast knowledge of financial markets enables me to have complete confidence in his counsel. Rodger has devised an excellent solution to minimize my inheritance tax. I have recommended Rodger to many of my friends and family. I look forward to working with Rodger for many years to come."
John R. Wooden, Head Basketball Coach, Emeritus,UCLA
This is the testimonial from a brokerage client and may not be representative of the experience of other clients. This testimonial makes no guarantee of future performance or success.
I am dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide independent opinions that are designed to pursue long term investment results.
LPL Financial does this with the highest levels of integrity and respect.
