Raegen, Parker and Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Jeffrey Raegen

Jeffrey Raegen

CFP®, CRPC®

Private Wealth Advisor

Franchise Owner
Visit Jeffrey Raegen's website
Chad Parker

Chad Parker

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chad Parker's website
Erica B Adolfsson

Erica B Adolfsson

Associate Financial Advisor

Financial Planning Specialist
Visit Erica B Adolfsson's website

Team

Rhitu Karki

Rhitu Karki

Client Service Coordinator

Qualifications

  • B.A. in English Literature & Sociology - Tribhuvan University, Kathmandu, Nepal

Roles & Responsibilities

  • Client Data
  • Scheduling
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Theresa Nguyen

Theresa Nguyen

Receptionist

Johnathan Martinez Cervantes

Client Service Coordinator