Susan Rogé, RPSM – Registered Para-Planner
Ms. Rogé joined R.W. Rogé & Company, Inc. in 2003 after graduating Cum Laude from Bryant University with a dual concentration in Finance and Economics. In her senior year, Ms. Rogé was inducted into Omicron Delta Epsilon, the International Economics Honor Society. Ms. Rogé has also earned the Registered ParaplannerSM designation from the College of Financial Planning and a Certificate in Financial Planning from Long Island University, which will ultimately lead to the Certified Financial Planner® designation and a career as a Financial Planner.
Ms. Rogé works closely with the CERTIFIED FINANCIAL PLANNER’s in developing, recommending, and implementing tactics to help achieve our clienteles’ goals under the WealthBridgeSM Strategy. In addition, Ms. Rogé acts as the Treasurer to the Rogé Partners Funds and helps in trade reporting and reconciliation.
Ms. Rogé’s interest in solving problems, helping people, and putting her education to good use, are what motivates her.
Ms. Rogé has held the FINRA Series 6 Securities Registration.
