CFP®, CSA®, RFG℠
R.W. Rogé & Company, Inc.
CFP®, CSA®, RFG℠
R.W. Rogé & Company, Inc.
We are not just investing money; we are putting together a financial road map for clients to follow based on their unique goals. - Rosanne Rogé, CFP®, CSA®, RFG℠
Fee-Only financial planner located in Bohemia, NY, serving clients locally and across the country
R.W. Rogé & Company, Inc. is a fee-only financial planning and wealth management firm serving
clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts,
and Naples, Florida office locations. The company was founded on a “client first” culture and proudly
commits to acting in the best interest of its clients as a fiduciary, since 1986.
Although we work with clients from all walks of life, we specialize in working closely with women as
well as widows and widowers. We are masters at taking complex situations and simplifying them so
that you can make intelligent, well-informed decisions. Because life is full of changes, surprises, and
challenges, our goal is to create a solid – yet flexible – plan that will help secure your financial future.
Rosanne Rogé is a recognized fee-only financial planner, with offices in Florida, New York, and Massachusetts, serving clients in 17 states. As Managing Director of R.W. Rogé & Company, Inc., Rosanne’s role is to assist the client services team in delivering financial planning and investment advice. She also ensures client satisfaction and provides a holistic approach to both clients and their families in their relationship with the firm.
In addition to being a CERTIFIED FINANCIAL PLANNERTM (CFP®), Rosanne is a pioneer in the area of Financial Gerontology and understands the specific concerns and needs of caregivers assisting their aging parents. She is a Certified Senior AdvisorTM (CSATM) and earned the title of Registered Financial GerontologistSM (RFGSM) from The American Institute of Financial Gerontology in Philadelphia, PA. Along with being quoted and interviewed in various publications, she is the co-author of “The Banker and the Fisherman – Lessons in Life, Wealth and Happiness in the 21st Century.”
Rosanne is a native New Yorker and has a passion for dogs, flowers, nature, sailing, and giving back to the community. In 2017, Rosanne and her husband, Ronald Rogé, established the Ronald and Rosanne Rogé Breast Cancer Innovation Fund to support pilot research projects at Stony Brook Cancer Center. The Fund is designed to give the Breast Cancer program’s leadership the ability and flexibility to develop and fast-track discoveries, translate seed funding into sustainable funding for researchers’ projects, and acquire cutting edge technology to further advance breast cancer research.
With over 30 years in business as both a Fiduciary and a “Fee-Only” advisor, we always work in the best interest of our clients, and offer complete transparency of fees. We have no financial relationship with anyone except our clients. Through our comprehensive financial planning and portfolio management we help clients plan for the predictable, but also prepare them for life's unpredictable moments.
We are proud to commit ourselves to the five fiduciary principles.
- We will always put our clients’ best interests first.
- We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
- We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
- We will avoid all conflicts of interest.
- We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Wealth Management
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment and Portfolio Management
- Estate Planning
- Education Planning and Funding
- Risk Management
- Budgeting Income, Expenses and Savings
- 401(k) Rollovers
- Tax Planning
- Legacy Planning
- Financial Gerontology
- Retirees and Near Retirees
- Business Owners and Executives
- LGBTQ+ Community
- Needs Unique to Women
- Widows and Widowers
- Sudden Money Situations
- Corporate Buyouts
- Mergers and Acquisitions
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- State of the art technology and advanced encrypted communication processes
Professional Designations & Affiliations
Rosanne Rogé is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Rosanne Rogé is a Certified Senior Advisor (CSA®)
The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate their competence and knowledge of working with older adults into their professional practices. By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them.
Rosanne Rogé Holds the Registered Financial Gerontologist℠ (RFG) Designation From the American Institute of Financial Gerontology
Rosanne Rogé is Quoted on CNBC: "Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say"
Rosanne Rogé is Quoted in Financial Advisor Magazine: "Merrill, Other Advisors Embrace Financial Gerontology Training"
Rosanne Rogé Contributes as an Expert for Aging Care
Rosanne Rogé Named One of the Top 50 Women in Wealth Management
Rosanne Rogé is Co-Author of The Banker and the Fisherman: Lessons in Life, Wealth, and Happiness for the 21st Century
Rosanne Rogé and husband, Ronald, Create Breast Cancer Innovation Fund at Stonybrook Cancer Center
Rosanne Rogé is Quoted in the Wall Street Journal: "Protect Your Future Self From Financial Abuse"
Rosanne Rogé is Quoted on Nasdaq.com: "The Impact Of Aging On Financial Decision Making"
Rosanne Rogé is Quoted in The Fiscal Times: "9 Things Financial Advisers Don’t Want You to Know"
Rosanne Rogé is a Featured Kent on Money Advisor
Rosanne Rogé is Quoted on Consumer Reports: "What do your adult kids know about your personal finances?"
Rosanne Rogé Contributes to ThinkAdvisor: "The Case for a Healthcare Advocate: The Financial Gerontologist Blog"
Rosanne Rogé is Quoted on Lively: "Caregiver tax credits and medical expense deductions"
Rosanne Rogé is Quoted on PlanAdvisor: "What to Do if a Client Shows Mental Dips"
Rosanne Rogé is Quoted on Care.com: "This is how much senior care costs in 2019"
Rosanne Rogé is Quoted on BankRate.com: "6 excuses for not saving for retirement"
Rosanne Rogé Named One of Long Island’s Top 50 Most Influential Women in Business in 2013
Contact Rosanne Rogé
999 Vanderbilt Beach Road
Naples, FL 34108