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

Financial Advisor / Partner

Rod brings to the table more than 48 years of industry experience. He has focused on assisting companies, their owners, and individuals create strategies designed to protect wealth that can be passed on to subsequent generations.

Rod grew up in Ohio and graduated from Bowling Green State University with a BS in Business Administration. In addition, he holds the following industry designations:

  • CLU® – Chartered Life Underwriter
  • ChFC® – Chartered Financial Consultant
  • RICP® – Retirement Income Certified Professional
  • AEP® – Accredited Estate Planner
  • AIF® – Accredited Investment Fiduciary

Committed to supporting the local financial services industry, Rod has been active in all five professional organizations as both a Board Member and past President:

  • Society of Financial Service Professionals
  • Financial Planning Association
  • General Agents and Managers Association
  • National Association of Insurance and Financial Advisors
  • Fresno Estate Planning Council

Rod is also firmly committed to the local community broadly:

  • Central Valley Community Foundation – Board Member and Board Chair
  • Hinds Hospice – past Board Member and Board Chair
  • St. Agnes Hospital Foundation – past Board member
  • Fort Washington Country Club – Board Member and past President

Rod and Lucia celebrate 44 years of marriage and enjoy spending time with their daughter Christy and her husband. Their favorite activities include family time playing golf, bike riding, boating, and hiking in the mountains around Fresno and Huntington Lake.

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