- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Bohemia, NY 11716-2618
Ronald Roge is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Ronald W. Rogé is a nationally recognized fee only certified financial planner (CFP) ®. He is founder, Chairman & CEO of R.W. Rogé & Company, Inc., a U.S. Securities and Exchange Commission registered investment advisory firm organized in 1986.
Mr. Rogé is a graduate of the College for Financial Planning, Denver, Colorado where he completed the CERTIFEID FINANCIAL PLANNER® Professional Education Program and prepared for the national CFP® Certification Examination. Mr. Rogé is certified by the Certified Financial Planner’s Board of Standards to use the professional certifications CFP® and CERTIFIED FINANCIAL PLANNER®. He has been admitted to and listed in the Financial Planning Association’s Registry of CFP® Licensed Practitioners.
He is a member of The National Association of Personal Financial Advisors (NAPFA), the national organization of fee-only planners and served on NAPFA’s National Board of Directors from 1993-1996. Mr. Rogé was elected as a founding trustee of the Jefferson’s Ferry Foundation. Jefferson’s Ferry is an outstanding life care retirement community on Long Island. In his capacity as Trustee, he assists the Board in making decisions on leadership development and philanthropic planning.
In 2005, he was awarded a citation from the New York State Assembly for his dedicated community involvement. Mr. Rogé was appointed to the TIAA-CREF Institute’s Financial Advisor Advisory Board in January 2000 and served for three years. Mr. Rogé became Trustee and Co-Portfolio Manager of the Rogé Partners Funds in June 2004.
In September 2009, Mr. Rogé was selected as a member to the Forbes Intelligent Investor Team. In May 2006, Investment Advisor magazine chose Ron Rogé to head up the list of the “25 Most Influential People in and around the Financial Services Profession.” That list included Ben Bernanke, Chairman of the Federal Reserve and Christopher Cox, Chairman of the U.S. Securities & Exchange Commission. Bloomberg Wealth Manager Magazine has selected Mr. Rogé as one of “Bloomberg’s Top Wealth Managers” in their July/August 2005 issue. Robb Report — Worth magazine chose Mr. Rogé 10 times as one of the “Nation’s 100 Most Exclusive Wealth Advisors” between 1994 and 2004. Medical Economics Magazine said he is one of “The 150 Best Financial Advisors for Doctors” in September 2009. The Guide to America’s Top Financial Planners chose Mr. Rogé as one of “America’s Top Financial Planners” in October 2006. Mr. Rogé is frequently quoted by the press and media including, The Wall Street Journal, Forbes, USA Today, Business Week, Newsday, Money magazine, Fortune and Smart Money just to name a few. Mr. Rogé has also been a guest Personal Finance columnist for ABCNews.com. He has been a featured Financial Advisor in 5-Star Investor-Morningstar’s Guide to Building a Winning Fund Portfolio, and he has appeared on CNN’s “Your Money,” “CNN Headline News, and on “CNBC’s Money Club.” He is often asked to lecture other advisers by major event providers such as Morningstar, Investment Advisor magazine and World Money Show. His articles have been published in Financial Times, Newsday, Chiropractic Economics, Journal of Retirement Planning and Investment Advisor magazine.
He is also the author of the “The Banker and the Fisherman – Lessons in Life, Wealth and Happiness in the 21st Century.”
Mr. Rogé earned a Bachelor of Science degree from Long Island University and a Master of Science degree in Business Administration from NYU - Polytechnic University. He has an extensive business background as a corporate executive, where he held positions as Pension Plan Administrator, Staff Director of Employee Benefits, and Manager of Financial Planning.
Ron is a native New Yorker with a passion for history, nature, travel and investing.