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(480) 776-5960 - Phoenix, AZ

(949) 424-6131 - Laguna Niguel, CA

Cean N. Kenefick-Rogers, CFA®, CFP®, AIF®

Cean N. Kenefick-Rogers, CFA®, CFP®, AIF®

Owner

Cean N. Kenefick-Rogers is the head of the Investment Division for Ironwood Wealth Management, LLC. He assists affluent individuals, foundations, and Employee Benefit Plans with asset management concerns and opportunities.

Education/Licenses

  • Chartered Financial Analyst Designation
  • Honors Degree in Finance from The University of Arizona
  • Life and Health Licensed

Speaking Experience

  • Quarterly Market Insight Webinar series
  • Medtronic
  • Intel
  • IASA Desert State Chapter Continuing Education Conference

Portfolio Management Specialist

  • Helps manage over $210 Million in assets
  • Portfolio Analysis and Construction
  • Tactical and Strategic Asset Allocation Capability
  • Risk/Return Analysis
  • Modern Portfolio Theory
  • Security Selection Process
  • Model Portfolios
  • ETF’s
  • Mutual Funds
  • Combination of active and passive management approaches

Community Involvement

Cean enjoys being able to give back to the community and has been involved by fundraising for the following organizations:

  • Board member of Best Buddies Arizona
  • ALS Association
  • Orchard: Africa
  • Leukemia
  • March of Dimes
  • Chip in for Cancer, benefiting The Branden Lombardi Foundation
  • The Dizzy 250

Personal

Cean lives in Phoenix with his wife, Ashley. He enjoys playing golf, running marathons, competing in Ironman competitions and watching sports.