Phone : (631) 218-0077
Email : info@rwroge.com
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.
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 Advisor (CSA™), with specialized knowledge of working with older adults. She also earned the title of Registered Financial Gerontologist from The American Institute of Financial Gerontology in Philadelphia, PA. Rosanne’s advice is 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, to name a few.
Rosanne is a native New Yorker and has a passion for dogs, flowers, nature and sailing.
If you did not live on Long Island, where would you choose to live?
Someplace warm! Perhaps San Diego.
Name an unforgettable place you have travelled?
Africa. Seeing all of the beautiful animals in their home habitat was one of the most amazing experiences of my life.
What types of clients do you particularly enjoy working with?
I really enjoy working with all clients, but I do love our more senior clients. They give me my “joie de vivre!” (joy of life).
What’s your favorite quote?
Don’t let your present be a prisoner of your past. Forgiveness is freedom.
What is one indulgence you will never forego?
Taking good care of myself both physically and mentally. Whether it’s Yoga, Pilates, walking, or just getting my hair and nails done.
What type of music do you listen to most often?
Jazz, but I love all music.
If you weren’t in your current profession, what would you choose to do?
My love of animals would have led me to be a veterinarian, vet technician, or maybe to run a kennel or home pet sitting service. I believe animals are the true expression of the meaning “unconditional love.” I have had four dogs in my life and they were the best therapy for anything.
What’s one movie you could watch over and over again?
The Bucket List.
What was the last meal that truly impressed you?
Dining al fresco under the stars when Ron and I went on a safari in Africa. The sky was simply amazing and breathtaking. It made me realize what a minor part we are in the entire universe.
Tell us something about you that most people don’t know?
I was a 1st Lieutenant in the U.S. Army Reserves.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.