Certified Financial Planner Long Island | Ronald W. Rogé, MS, CFP

Ron Rogé, MS, CFP®

Chairman and CEO

Phone : (631) 218-0077
Email : info@rwroge.com

As the Chairman and CEO of R.W. Rogé & Company, Ron provides the team with big picture thinking, business and marketing strategy, investment strategy, industry research, economic outlooks and coaching on subjects that he believes will improve the value we deliver to our clients and employees. Ron’s overriding mission is to ensure that clients and employees achieve their goals. R.W. Rogé is a family run business and Ron likes to say that he considers clients, employees and vendors members of his family.

If you did not live on Long Island, where would you choose to live?
Italy. I’ve been there many times and I feel very much at home there. The people, food and history are all of interest to me. This is probably due to the fact that I was raised primarily by my Italian grandmother.

Name an unforgettable place you have travelled?
Cairo and Alexandria, Egypt in 2008. I love ancient history and it does not get more ancient than the Pyramids, Sphinx and the Cairo Museum. I love being able to connect with the past, probably because so much of my working day is involved with planning for the future.

What’s your favorite quote?
“I’ve lived through some terrible things in my life, some of which actually happened.” — Mark Twain

What types of clients do you particularly enjoy working with?
I enjoy helping and improving the lives of everyone I work with. If I had to choose though, I would say business owners because as a business owner, I understand that they are busy and appreciate assistance in achieving their goals.

What is one indulgence you will never forego?
My morning shower followed by a cup of Peet’s Coffee made in our Keurig brewing machine.

What type of music do you listen to most often?
Jazz and Rock.

If you weren’t in your current profession, what would you choose to do?
I love what I am currently doing. I am always learning and want to share what I’ve learned, so perhaps a journalist, writer or teacher. Maybe even a philosopher, although I have not seen any “help wanted” ads for a philosopher in my lifetime.

What’s one movie you could watch over and over again?
The Godfather.

What was the last meal that truly impressed you?
While on vacation in Tuscany, we took a cooking class at Il Falconeri. We prepared the three course lunch, the staff cooked it for us and served it to us in their beautiful five star restaurant.

Tell us something about you that most people don’t know?
My undergraduate degree is in Chemistry, and my Masters Degree is in Business Administration. I also attended Stony Brook University’s PhD program in Economics. I didn’t finish that program because I had a family to support and a very good job at the time, and the PhD program required full-time attendance during the day. Right after college, I also served in the U.S. Navy (Naval Air) during the Vietnam War.

More About Ron

As Chairman and CEO of R.W. Rogé & Company, Inc. Ron’s most important task is to ensure clients continue to receive top notch service and are aligning their financial plans to achieve their specific life goals.

Ron is sought by the press and media as a thought leader in the industry. In fact, his articles have been published in Financial Times, Newsday, Chiropractic Economics, Journal of Retirement Planning, and Investment Advisor magazine, to name a few. He has made presentations at major industry events such as Morningstar, Investment Advisor Magazine, World Money Show and The National Association of Personal Financial Advisors (NAPFA).

He has an extensive business background as a corporate executive, where he held positions including Pension Plan Administrator, Staff Director of Employee Benefits, and Manager of Financial Planning.

Ron serves as a member of the Stony Brook University Hospital Cancer Center Advancement Committee. He is a native New Yorker with a passion for history, nature, travel, and investing.

Education

Master of Science degree in Business Administration from NYU Polytechnic
Bachelor of Science degree in Chemistry from Long Island University
Graduate of the College for Financial Planning in Denver, Colorado.

Certifications

· Completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional Education Program.

· Authorized by the Certified Financial Planners Board of Standards to use the professional designations CFP® and CERTIFIED FINANCIAL PLANNER™.

· Admitted to and listed in the Financial Planning Association’s Registry of CFP® Licensed Practitioners.

· Member of The National Association of Personal Financial Advisors (NAPFA), the national organization of fee-only planners.

· Member of the Steering Group for The Committee for The Fiduciary Standard

Board Positions:
· Current: Elected as a founding trustee of the Jefferson’s Ferry Foundation, founded in 2006, and appointed to the foundation’s Steering Committee. Also chairs the foundation’s Investment Committee.

· 2000-2003: Appointed to the TIAA-CREF Institute’s Financial Advisor Advisory Board in January 2000.

· 1993-1996: Served on NAPFA’s National Board of Directors.

Awards and Recognitions:

June 2020: R.W. Rogé & Company, Inc. Named One of the Top Advisory Firms by Investor.com
August 2019: Named one of Investopedia 100 Top Financial Advisors of 2019 by Investopedia
November 2017: Named one of the 2017 Best Financial Advisors for Doctors by Medical Economics Magazine
November 2016: Named one of the 2016 Best Financial Advisors for Doctors by Medical Economics Magazine
June 2016: Named one of the 2016 Best Financial Advisors for Dentists by Dental Products Report.
December 2015: Recognized as one of the 2015 Top Financial Advisors on Long Island from Long Island Business News. R.W. Rogé & Company, Inc. also received the 2015 Client Loyalty Award from Long Island Business News.
November 2015: Recognized as one of the 2015 “Who’s Who in Banking, Wealth Management” by Long Island Business News (VOL. 62, NO.48)
June 2015: Ron was a guest speaker on “Your Money,” on Sirius XM Business Radio, powered by the Wharton School, where he discussed why financial planning for business owners is different.
June 2015: Named one of the 2015 Best Financial Advisors for Dentists by Dental Products Report
May 2015: Quoted in the May 2015 issue of Money Magazine in an article titled, “101 Ways to Build Wealth.”
September 2009: Selected as a member to the Forbes Intelligent Investor Team.
September 2009: Named one of “The 150 Best Financial Advisors for Doctors” by Medical Economics Magazine.
October 2006: Chosen as one of “America’s Top Financial Planners” by Guide to America’s Top Financial Planners.
May 2006: Headed up the list of the “25 Most Influential People in and Around the Financial Services Profession,” by Investment Advisor Magazine.
2005: Awarded a citation from the New York State Assembly for dedicated community involvement.
July/August 2005: Selected by Bloomberg Wealth Manager Magazine as one of “Bloomberg’s Top Wealth Managers.”
1994- 2004: Chosen 10 times by Robb Report — Worth Magazine as one of the “Nation’s 100 Most Exclusive Wealth Advisors.”
Guest Personal Finance columnist for ABCNews.com.
Featured Financial Advisor in 5-Star Investor-Morningstar’s Guide to Building a Winning Fund Portfolio.
Appeared on CNN’s “Your Money,” “CNN Headline News,” and on “CNBC’s Money Club.”

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.