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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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We put a lot of thought into our vote because we want to help shape a better future. And that's a great thing. Here's another question worth considering: How much thought are we putting into the financial decisions that directly impact our lives and families every day? Your retirement accounts. Your investments. Your insurance. Your taxes. Your estate plan. Your family's financial future. Voting is one way we advocate for the future we want. Having a financial professional in your corner can be another. A financial professional can help you understand what you have, identify potential gaps, and build a strategy around the goals that matter most to you. You don't have to navigate every financial decision alone. Sign up for a complimentary meeting today: https://connect.thrivent.com/michael-rogers #FinancialPlanning #RetirementPlanning #FinancialWellness #Investing #YourFinancialFuture See Thrivent.com/social for important disclosures.
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Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact. Get in touch to explore whether a DAF fits into your financial strategy. See thrivent.com/social for important disclosures.
Michael Rogers, in Bellevue WA | Thrivent
Michael Rogers, in Bellevue WA | ThriventConsidering a buyout or voluntary separation package? A buyout can open new opportunities, but it can also bring several financial decisions together at once that you will want to be prepared to make. Before making your decision, consider these three things. 1. What are your near-term and long-term goals? How can you use this current decision to reach those goals? Now is a good time to establish concrete goals and utilize support in how to achieve them with or without taking the buyout package. 2. What impact will this have on your current financial situation? Cash flow, vesting stock awards, tax implications of lump sum payments, etc. All of these calculations can be made to support your decision. 3. What if it takes longer than I thought to obtain another position? We all hope that life follows our schedule and it is also necessary to prepare for the worst-case scenario especially when family is dependent on us. As a financial advisor, I can help you organize these moving pieces, evaluate your options and develop a financial strategy around what comes next. If you're facing this decision, I'd be happy to do a free consultation: https://connect.thrivent.com/michael-rogers #TechProfessionals #CareerTransition #FinancialPlanning #StockCompensation #FinancialWellness #SeattleTech See thrivent.com/social for important disclosures
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