The Staff

Rosanne Rogé, CFP®, CSA®, RFG^SM - Managing Director, Client Services

Ms. Rogé joined R.W. Rogé & Company, Inc. in January 1995. 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®’s 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.

The Certified Senior Advisor (CSA®) designation is conferred by the Society of Certified Senior Advisors (“Society”). Founded in 1996 with the input of Elder Law Attorneys, CPAs, Gerontologists, Psychologists, Geriatric M.D.s and other senior experts, The Society is dedicated to the ongoing education of senior issues to professionals serving the senior market.

Ms. Rogé also holds the title of Registered Financial Gerontologist (RFG^SM), which she earned “With Distinction” Honors after successfully completing the Comprehensive Examination for the Registered Financial Gerontologist^SM, 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.

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 our Client Services Committee and serves on our 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 Adviser Magazine, Fortune Magazine, Newsday and USA Today.

Rosanne is a native New Yorker and has a passion for dogs, flowers, nature and sailing.