Ron Rogé, MS, CFP®


Phone : (631) 218-0077
Email :

In Loving Memory of our Founder and CEO, Ronald W. Rogé

Ronald W. Rogé, age 76, passed away peacefully on October 10, 2023, in Saint James, N.Y. He was born on March 7, 1947, in Brooklyn, N.Y. to Nancy and Fred Rogé. He was a beloved spouse, parent, grandparent, boss, and friend to many.

Ronald W. Rogé was known for his kind heart, unwavering compassion, and a zest for life that touched everyone he encountered. He had a passion for travel, history, chemistry, writing, financial planning, and investing, and his enthusiasm and sense of humor was infectious, inspiring those around him to embrace life to the fullest.

Ron grew up in Brooklyn, N.Y., where he often spoke of fond memories surrounded by his loving parents, grandparents, and extended family. Always an entrepreneurial spirit, Ron’s first business was a paper route as a young boy. During the Vietnam war, Ron served his country by enlisting in the U.S. Navy (Naval Air). He graduated college with a BS in Chemistry, as well as a Masters Degree in Business Administration, and was offered an Assistant Engineer position with New York Telephone. While Ron climbed the ranks at New York Telephone for several years, he spent a lot of his spare time reading and learning about investing and financial planning.    

In 1986, with his prestigious Certified Financial Planner® designation in hand, Ron left the telephone business and founded R.W. Rogé & Company, Inc. In the 1990’s, Ron became a pioneer in the financial industry, spearheading the National Association of Personal Financial Advisors (NAPFA) public relations committee to help publicize the importance of working with fee-only financial advisors. Among many awards and accolades, Ron was recognized by Worth Magazine as one of the “60 Best Advisors in the Nation.”

As a business owner, Ron had a way of knowing exactly what the business needed at each point in time. He invested money in technology to make the business run smoothly – which came in handy during the COVID-19 pandemic when his entire team was able to seamlessly work from home. He was also adamant about having processes in place for each aspect of the business. Most importantly, he directed his employees to treat others the way they would want to be treated. Today, R.W. Rogé & Company, Inc. is a well-oiled machine because of the drive and determination Ron put into it from the beginning. Ron was not just a visionary leader, and pioneer in the financial industry, but a true inspiration to the many lives he touched throughout his lifetime.

In his free time, Ron enjoyed reading, travelling, fine dining, and spending time with his loved ones. Ron travelled to places like Italy, the Caribbean, South Africa, London, Scotland, Scandinavia, and Russia.

Ron is survived by his spouse, Rosanne Rogé, his son and daughter-in-law, Steven and Susan Rogé, his grandchildren Benjamin and Samantha Rogé, and the R.W. Rogé team. His memory will forever live on in the hearts of all those who were fortunate enough to know him.

More About Ron

Ron was 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).

Ron’s extensive business background as a corporate executive, afforded him many opportunities, including positions such as Pension Plan Administrator, Staff Director of Employee Benefits, and Manager of Financial Planning.

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


  • 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.


· 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:
· Elected as a founding trustee of the Jefferson’s Ferry Foundation, founded in 2006, and appointed to the foundation’s Steering Committee. Also chaired 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
  • 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
  • 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.