Broker Check

Team

Rick Pogue, CLU, ChFC

Owner

(503) 805-2942

[email protected]

As a financial professional, I have been part of the financial services industry for over 17 years in different roles as an advisor, analyst, recruiter and most recently as an assistant vice president. In January 2018, I have formed my own independent investment and insurance consulting practice as an Investment Advisor Representative (IAR) of LPL Financial. I specialize in advanced investment and insurance planning techniques to help my clients pursue their financial security. Primarily working with individuals, non-profits, business owners and their employees to set goals, provide strategies and implementing plans to work toward their ultimate goals.


My Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) professional designations were earned from The American College and I earned my Bachelor of Arts degree from California State University Monterey Bay. I am a Veteran who served four years in the US Air Force.


I have been a professional member of the Estate Planning Council of Portland since 2014 and have recently been appointed as a board member (term 2018 - 2021).


My personal passions are air-cooled Volkswagens, playing USTA tennis and spending time with my wife, our son and our Basset Hound.