We’re proud to share that our Chief Investment Officer and CEO Steven Rogé, has earned the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services, a graduate-level credential that will allow us to help clients articulate and advance their deepest aspirations for self, family, and society by integrating meaningful charitable goals into comprehensive financial and estate plans.
The CAP® program brings together advisors, attorneys, and nonprofit professionals to explore advanced strategies at the intersection of financial, estate, and philanthropic planning. For Steven, earning the designation was both a professional goal and a personal passion.
“This designation allows me to have deeper, more meaningful conversations with clients — about legacy, purpose, and the kind of impact they want to make,” Steven shared.
Steven’s accomplishment continues R.W. Rogé & Company’s tradition of life-long learning and commitment to holistic, values-based planning. We remain steadfast in our mission to help clients Plan, Achieve, and Live® the lives they envision, now with an even deeper perspective on charitable planning and purposeful legacy building.
To read the full press release and learn more about Steven’s achievement and what it means for our clients, click here.
For tailored guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
