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Michael Rogers

Advisor Image
Michael Rogers
Financial Advisor
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Planning for a Purposeful and Generous Life
Planning for a Purposeful and Generous Life

I believe financial planning is about far more than numbers, charts, or chasing returns. Planning is about creating clarity, confidence, and freedom so you can live a life that reflects what matters most to you.


My approach is rooted in goal‑based planning, which means we begin not with products, but with purpose. We take time to identify what matters most to you; your faith, your family, and your calling; and we align your financial decisions accordingly.


Whether your goals include providing security for your family, gaining flexibility in your career, supporting causes you care deeply about, or leaving a meaningful legacy, every financial decision is connected back to those priorities.


I work alongside you to translate values into action by:

  • Clarifying short and long‑term goals across life, work, and family
  • Aligning savings, investments, and protection strategies to those goals
  • Helping clients make confident decisions during life transitions
  • Creating space for generosity, both today and in the future


This planning process is ongoing and collaborative. As life evolves, goals change, and new opportunities arise, your plan adapts with you. The result is not just a financial strategy, but a sense of direction and peace of mind, knowing your money is working in service of a life well lived.


My passion is helping clients experience financial clarity that empowers them to live purposefully, confidently, and generously.

The Journey that Brought Me Here
The Journey that Brought Me Here

For years, I thrived at the front of a classroom, sparking curiosity and guiding students toward those unforgettable “aha” moments. While leading the after-school finance club, I saw firsthand how even the brightest minds often lacked the tools to navigate personal finance with confidence.


That experience lit a fire in me. I realized that financial literacy isn’t just a nice-to-have, it’s essential. I witnessed families struggling with debt, unsure how to plan for retirement, or missing opportunities to build lasting wealth. I knew I wanted to be part of the solution.


Today, as a financial advisor with Thrivent, I bring that same passion for educating into every client relationship. I assist individuals, couples, and families gain clarity and confidence in their financial lives, whether that means creating a budget, managing debt, investing for the future, or preparing for life’s big milestones. In person, I am serving families and professionals in the Greater Seattle community.


My mission is simple: to make financial planning approachable, empowering, and tailored to your goals. Because no one should feel overwhelmed by money and everyone deserves a plan.

Certifications:
  • NASAA Series 66: Uniform Combined State Law Exam
  • FINRA Series 7: General Securities Representative Exam
  • Securities Industry Essentials (SIE)
  • Life and Health Insurance License
  • Master of Arts in Teaching at WGU
  • Bachelor of Arts in Religious studies at Whitman College
My qualifications
  • Bachelors of Religious Studies, Whitman College
  • Masters of Education, Western Governors University
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4475156)
  • Idaho
  • Minnesota
  • Oregon
  • Washington

Insights

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Your Financial Life Is Bigger Than Investing! When people hear "financial planning," they often think only about investments. But true planning can include: 1. Cash flow strategies 2. Debt management 3. Emergency savings 4. Insurance protection 5. Tax considerations 6. Retirement preparation 7. Future family goals 8. And more! The earlier you understand how these pieces connect, the more confident you can become in your financial decisions. Your future deserves intentional planning. Start being intentional today by booking a complimentary meeting: https://connect.thrivent.com/michael-rogers #FinancialConfidence #FinancialLiteracy #PersonalFinance #YoungProfessionals #MoneyGoals See thrivent.com/social for important disclosures.
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Time Is Your Greatest Financial Asset Many young professionals think they need to accumulate significant wealth before working with a financial professional. The reality? Your greatest financial asset today isn't your account balance. It's time. The earlier you begin building healthy financial habits, investing consistently, managing debt strategically, and creating a plan, the more options you may have in the future. Don't wait until life gets complicated to start planning. The best time to plant a tree was 20 years ago. The second-best time is today. Set up a meeting with me today and let's start your journey! https://connect.thrivent.com/michael-rogers #FinancialPlanning #YoungProfessionals #FinancialConfidence #FutureFocused #FinancialWellBeing See thrivent.com/social for important disclosures
Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Office location
Bellevue Location
11711 Southeast 8th Street, Ste 201
Bellevue, WA 98005
Phone425-318-5834Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations