Managing Director, Client Services
R.W. Rogé & Co.
Rosanne joined R.W. Rogé & Company, Inc. in January 1995. A CFP, CSA and RFGSM, she is a graduate of C.W. Post - Long Island University's Certificate Program in Financial Planning and the College for Financial Planning Para-Planner Program.
Ms. Rogé is certified by The Certified Financial Planner Board of Standards to use the professional certifications CFP and Certified Financial Planner. She is also a Certified Senior Advisor (CSA); the Society of Certified Senior Advisors is dedicated to providing continuing education that addresses new developments and research concerning seniors. The Society is also committed to promoting the recognition of Certified Senior Advisors as knowledgeable professionals serving seniors.
Ms. Rogé also holds the title of Registered Financial Gerontologist (RFGSM), which she earned With Distinction Honors after successfully completing the Comprehensive Examination for the Registered Financial Gerontologist, given by The American Institute of Financial Gerontology (AIFG), in Philadelphia, Pennsylvania.
Ms. Rogé is a Financial Services affiliate of The National Association of Personal Financial Advisors (NAPFA), the national organization of fee-only planners. Ms. Rogé was elected as an Associate Trustee and a member of the Stewardship Committee of the Jefferson's Ferry Foundation. Jefferson's Ferry is an outstanding life care retirement community on Long Island. Also, Ms. Rogé is a member of the Financial Planning Association (FPA). She previously worked at Cigna Individual Financial Services where for four years she prepared financial plans and analytical projections for Clients. She earned both a Bachelor of Arts (Cum Laude) in Human Relations/Psychology and Associate in Applied Science degrees from Pace University.
In May 2010, Wealth Manager Magazine again named Rosanne Rogé as one of the 50 most influential women in wealth management. Ms. Rogé has held several securities licenses (NASD Series 6, 7 and 63) and is a New York State Life, Accident and Health Insurance licensee. She chairs the Client Services Committee of R. W. Roge & Co. and serves on the Investment Management Committee.
In May 2008, Investment Advisor magazine named Rosanne Rogé as one of the 25 Most Influential People in and around the Financial Services Profession. Her advice is frequently sought after by the press and media. She has been quoted in The Wall Street Journal, Bloomberg Personal Finance Magazine, Investment Advisor Magazine, Fortune Magazine, Newsday and USA Today.
Rosanne is also co-author to the newly released book, The Banker and the Fisherman: Lessons in Life, Happiness and Wealth for the 21st Century.
Rosanne is a native New Yorker and has a passion for dogs, flowers, nature and sailing.
By Rosanne Rogé | September 14, 2010
Let CFP Board get you started on the path to becoming a CERTIFIED FINANCIAL PLANNER professional. Simply submit the form below to get your free...
What can you do to ensure your team will be in the 17 % of teams that can call themselves elite? Find out in this...
LPL can help you go independent by working with you to strike a better work/life balance and finding new solutions for your clients. Download our...
Feb 13, 2014
The advisory industry is unusual in that the interdependence between advisor and client that is needed to succeed is frequently marred by suspicion and distrust....
Jan 30, 2014
From equities to fixed income, today’s portfolio managers need to be able to distinguish between “desert island” portfolio choices that investment managers are convinced will...
Jan 16, 2014
There are many different ways for advisors to reach new clients in this brave new world of social media and online marketing. However, how do...