Our Qualifications

How We Work

How We Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with credentials and training as a financial professional, I can help people better prepare for the future. I moved from one of the largest financial planning firms in Phoenix, AZ to open one of the smallest firms (my own) here in Medford, OR in 1994.  After decades in the business, with experience in the management and training of other financial planners, I have developed a reputation for educating clients in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my clients and community along with the responsibility of being their trusted financial advisor.  

Our team approach adds perspective to all we do and helps to provide increased benefits to our clients.

Meet Our Team

Larry Cogdell CFP®, ChFC®, CLU®
Certified Financial Planner™

(541) 770-6999

(541) 772-3020


Born in New Orleans, Larry Cogdell has 48 years of experience in the financial services industry helping clients work torwards their goals of financial independence.

He is a Certified Financial Planner® practitioner (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and LUTC Fellow (LUTCF). He is a licensed insurance agent and consultant in the state of Oregon. He is a Registered Principal and Investment Advisor Representative of the Medford branch office of SagePoint Financial, Incorporated. Securities registrations held include the Series 7, 24, 53, 63 and 66.

He has served companies in the capacity of Training Director and senior sales management. For five years he moderated the LUTC's programs in insurance, business and estate planning. His articles and letters on financial planning have appeared in many trade journals and local newspapers. He has spoken nationally on the subjects of investment and estate planning. He has been heard on several local and national radio shows. For more than fourteen years, his financial planning radio show aired weekly on KCMX's 880 AM in Medford, Oregon.

Larry is a member of the Southern Oregon Estate Planning Council. He previously served on Boards of the Ashland Community Hospital Foundation and the Crater Lake Council of the Boy Scouts of America. He currently serves on the Boards of Wilderness Trails and the Rogue Eagles RC Club.

Updated 02/24/2020