Rodney E. Thornton, CLU®, ChFC®, AEP®,RICP®, AIF®

Rodney E. Thornton, CLU®, ChFC®, AEP®,RICP®, AIF®

Financial Advisor / Partner


Became a financial professional in 1972. Specializes in financial problem solving; helping you plan for your retirement, generating retirement income from your business, provide for your key employees, pass your business to the next generation and leave your wealth to people and institutions important to you.


  • BA, Business Administration – Accounting, Bowling Green State University
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Retirement income Certified Professional (RICP®)
  • Accredited Estate Planner (AEP®)
  • Accredited Investment Fiduciary (AIF®)


  • Society of Financial Service Professionals (Fresno Chapter – Past President)
  • General Agents and Managers Association (Fresno Chapter – Past President)
  • Financial Planning Association (Fresno Chapter – Past President)
  • National Association of Insurance and Financial Advisors (Fresno Chapter – Past President)
  • Estate Planning Council (Fresno Chapter – Past President)


  • Central Valley Community Foundation (Board Member)
  • Hinds Hospice (Past Chairman of the Board)
  • St. Agnes Hospital Foundation (Past Board Member)
  • Fort Washington Golf and Country Club (Past President)


  • Married to Lucia and have a daughter Christy
  • Enjoy spending time with family, golfing and boating


AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Phone 559-650-2649
Fax 866-866-6589