Rosanne Rogé, R.W. Roge & Co.

About the Author

Rosanne Rogé, R.W. Roge & Co.

Rosanne joined R.W. Rogé & Company, Inc. in January 1995. A CFP, CSA and RFGSM, she is a graduate of C.W. Post - Long Island University's Certificate Program in Financial Planning and the College for Financial Planning Para-Planner Program.

Ms. Rogé is certified by The Certified Financial Planner Board of Standards to use the professional certifications CFP and Certified Financial Planner. She is also a Certified Senior Advisor (CSA); the Society of Certified Senior Advisors is dedicated to providing continuing education that addresses new developments and research concerning seniors. The Society is also committed to promoting the recognition of Certified Senior Advisors as knowledgeable professionals serving seniors.

Ms. Rogé also holds the title of Registered Financial Gerontologist (RFGSM), which she earned "With Distinction" Honors after successfully completing the Comprehensive Examination for the Registered Financial Gerontologist, given by The American Institute of Financial Gerontology (AIFG), in Philadelphia, Pennsylvania.

Ms. Rogé is a Financial Services affiliate of The National Association of Personal Financial Advisors (NAPFA), the national organization of fee-only planners. Ms. Rogé was elected as an Associate Trustee and a member of the Stewardship Committee of the Jefferson's Ferry Foundation. Jefferson's Ferry is an outstanding life care retirement community on Long Island. Also, Ms. Rogé is a member of the Financial Planning Association (FPA). She previously worked at Cigna Individual Financial Services where for four years she prepared financial plans and analytical projections for Clients. She earned both a Bachelor of Arts (Cum Laude) in Human Relations/Psychology and Associate in Applied Science degrees from Pace University.

In May 2010, Wealth Manager Magazine again named Rosanne Rogé as one of the 50 most influential women in wealth management. Ms. Rogé has held several securities licenses (NASD Series 6, 7 and 63) and is a New York State Life, Accident and Health Insurance licensee. She chairs the Client Services Committee of R. W. Roge & Co. and serves on the Investment Management Committee.

In May 2008, Investment Advisor magazine named Rosanne Rogé as one of the "25 Most Influential People in and around the Financial Services Profession." Her advice is frequently 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.

Rosanne is also co-author to the newly released book, The Banker and the Fisherman: Lessons in Life, Happiness and Wealth for the 21st Century.

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

• A Long-Term Care Primer: The Need and the LTCI Option

  By Rosanne Rogé, R.W. Roge & Co.  |  June 15, 2011

  The need is great now and will only grow greater. Insurers are beginning to step up.

• Having the 'Driving' Conversation With Older Clients, or Their Parents

  By Rosanne Rogé, R.W. Roge & Co.  |  May 4, 2011

  Help for clients, or advisors, who must have a difficult conversation with aging family members about giving up driving.

• Starting the ‘Conversation’ With Aged Parents: A Financial Geriatric Tip

  By Rosanne Rogé, R.W. Roge & Co.  |  April 29, 2011

  Tips on how to have the difficult 'conversation' with aged parents on changes in health that will affect their lifestyle, driving, personal appearance, managing finances and more.

• Advisor Online Resources for Caregivers to the Aged

  By Rosanne Rogé, R.W. Roge & Co.  |  April 10, 2011

  Sites advisors can use to provide comfort, support and resources for caregivers to the elderly.

• What the Millennial Generation Will Expect From Their Advisors

  By Rosanne Rogé, R.W. Roge & Co.  |  February 18, 2011

  Poised to inherit up to $40 trillion, this cohort are digital natives, networkers and consensus builders

• Clients and the New Higher Deductibility Limits for LTC Insurance

  By Rosanne Rogé, R.W. Roge & Co.  |  January 19, 2011

  The planning implications of the new IRS guidelines on long-term care insurance

• Help for Clients Who Want to Age in Place on Taxes, Technology and Medication

  By Rosanne Rogé, R.W. Roge & Co.  |  November 19, 2010

  In our search to address the issues for our clients and our own families of living to a ripe old age, remaining in the homestead is a topic that comes up frequently. There's help to do just that from associations, tech companies and even the IRS

• The Case for a Healthcare Advocate, Part III: Navigating the Medicare Maze

  By Rosanne Rogé, R.W. Roge & Co.  |  October 21, 2010

  For your clients, family members, and yourself, keep a simple document on hand that lists your medical and emergency data and contacts. Simple but effective.

• The Case for a Healthcare Advocate, Part II: The Documents You’ll Need

  By Rosanne Rogé, R.W. Roge & Co.  |  October 8, 2010

  For your clients, family members and yourself, keep a simple document on hand that lists your medical and emergency data and contacts. Simple but effective.

• 

  The Case for a Healthcare Advocate: The Financial Gerontologist Blog

  By Rosanne Rogé, R.W. Roge & Co.  |  October 1, 2010

  I would recommend that anyone with elderly parents or grandparents inquire with the insurance company (or other relevant service provider) if they have an "authorization to release information and/or designation of a representative." This way, you are able to act efficiently on the elderly person's behalf and make their life...