Rosanne Rogé, CSA™, RFG℠, CFP®

Managing Director

Phone : (631) 218-0077
Email :

As Managing Director of R.W. Rogé & Company, Inc., Rosanne’s role is to assist the client services team in delivering financial planning and investment advice. She also ensures client satisfaction and provides a holistic approach to both clients and their families in their relationship with the firm.

Rosanne is a pioneer in the area of Financial Gerontology and understands the specific concerns and needs of caregivers assisting their aging parents. She is a Certified Senior Advisor (CSA™), with specialized knowledge of working with older adults. She also earned the title of Registered Financial Gerontologist from The American Institute of Financial Gerontology in Philadelphia, PA. Rosanne’s advice is sought after by the press and media. She has been quoted in The Wall Street Journal, Bloomberg Personal Finance Magazine, Investment Advisor Magazine, Fortune Magazine, Newsday and USA Today, to name a few.

Rosanne is a native New Yorker and has a passion for dogs, flowers, nature and sailing.

If you did not live on Long Island, where would you choose to live?
Someplace warm! Perhaps San Diego.

Name an unforgettable place you have travelled?
Africa. Seeing all of the beautiful animals in their home habitat was one of the most amazing experiences of my life.

What types of clients do you particularly enjoy working with?
I really enjoy working with all clients, but I do love our more senior clients. They give me my “joie de vivre!” (joy of life).

What’s your favorite quote?
Don’t let your present be a prisoner of your past. Forgiveness is freedom.

What is one indulgence you will never forego?
Taking good care of myself both physically and mentally. Whether it’s Yoga, Pilates, walking, or just getting my hair and nails done.

What type of music do you listen to most often?
Jazz, but I love all music.

If you weren’t in your current profession, what would you choose to do?
My love of animals would have led me to be a veterinarian, vet technician, or maybe to run a kennel or home pet sitting service. I believe animals are the true expression of the meaning “unconditional love.” I have had four dogs in my life and they were the best therapy for anything.

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

What was the last meal that truly impressed you?
Dining al fresco under the stars when Ron and I went on a safari in Africa. The sky was simply amazing and breathtaking. It made me realize what a minor part we are in the entire universe.

Tell us something about you that most people don’t know?
I was a 1st Lieutenant in the U.S. Army Reserves.


  • Bachelor of Arts Degree in Human Relations/Psychology from Pace University
  • Associate Degree in Applied Science from Pace University
  • Graduate of the C.W. Post Long Island University Certificate Program in Financial Planning, and the College for Financial Planning Para-Planner Program



  • The National Association of Personal Financial Advisors (NAPFA).
  • The Financial Planning Association (FPA).
  • Former Elected Associate Trustee of the Jefferson’s Ferry Foundation.
  • Member of the Stony Brook University Hospital Cancer Center Advancement Committee.

Awards and Recognitions:

  • September 2015: Rosanne was a guest speaker on a panel titled, “Real World Planning Challenges (and Solutions) for Client Longevity,” at The Insiders Forum.
  • July 2015: Rosanne was a guest speaker on “Your Money,” on Sirius XM Business Radio, powered by the Wharton School, where she discussed the highly specialized field of Financial Gerontology, as well as various issues that affect the aging population and their families.
  • July 2015: Rosanne was featured in the July issue of Certified Senior Advisors (CSA) Senior Spirit Newsletter.
  • September 2013: Named one of Long Island’s Top 50 Most Influential Women in Business by Long Island Business News.
  • November 2013: Named one of the Best Financial Advisors for Doctors.
  • July 2011: Advisor One Magazine recognition as one of the 50 Most Influential Women in Wealth Management.
  • May 2009 & 2010: Recognized by Wealth Manager Magazine as one of the 50 Most Influential Women in Wealth Management.
  • May 2008: Recognized as one of the 25 Most Influential People In and Around the Financial Services Profession by Investment Advisor Magazine.

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.