We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Managing Director and Chief Investment Officer, Steven M. Rogé, has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal certification granted in recognition of expertise in the areas of financial, estate, and retirement planning, investing and portfolio management, tax strategies, and insurance. This professional designation is granted by the Certified Financial Planning Board of Standards, and involves rigorous education, testing and experience. In fact, Investopedia declares, “becoming a CFP® is one of the most difficult and stringent processes in terms of financial advisors. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education.”
With Steven’s achievement, we now have a total of four CFP® professionals on our team at R.W. Rogé & Company, Inc.
Congratulations, Steven, on this tremendous accomplishment!