We’re proud to share that our Client Services Associate, Terri Carguillo, FPQP®, has successfully completed the Investment Foundations® Certificate through the CFA Institute.
The Investment Foundations® program provides a strong grounding in the fundamentals of investment markets, ethics, and industry best practices. This achievement reflects Terri’s commitment to expanding her knowledge and further strengthening the service and support our family of clients receive every day.
Terri plays an important role on our client services team, helping ensure that each interaction is handled with care, accuracy, and attention to detail. By continuing to deepen her understanding of how investment markets work behind the scenes, she’s even better equipped to support our advisors and, ultimately, our family of clients.
We’re proud to foster a culture of life-long learning, one where our entire team is encouraged to grow, evolve, and stay curious in an ever-changing financial landscape. Terri’s accomplishment is a wonderful example of that commitment in action.
Please join us in congratulating Terri on this well-earned milestone! We’re grateful to have her as part of the R.W. Rogé team.
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.
