Philip Rogero is the Founder and CEO of Rogero Wealth Planning. As a 3rd generation financial advisor and the youngest of ten children, he was exposed to financial planning concepts early in life, he capitalized on the wealth of knowledge and expertise of his father and grandfather. He provides personalized financial planning services, helping clients define and achieve their financial goals through tailored solutions and strategies which encompass all financial tools available. Philip focuses on helping clients optimize their retirement income and protection planning. He does this through education and knowledge of utilization of financial channels to help increase the efficiency of wealth to provide retirement income and protection to ones financial situation.
Philip has been a perennial top producer with the firm since 2011 and is a part of the Agency Representative Council. He achieved the Massachusetts Mutual Life Insurance Company (MassMutual) Rising Leader Award from 2011 through 2016 and qualified for MassMutual Leaders Club from 2012 to present. For his achievements in sales, he obtained Junior Associate of the Year from 2013-2015, Life Insurance Leader in 2016, Lives Leader and Disability Income Leader in 2018.He was Associate of the Year in 2017 and 2018 and LADL FYC Leader in 2017.
He consistently achieves many industry awards such as the National Association of Insurance and Financial Advisors (NAIFA) Quality Business Awards, the prestigious NAIFA Florida’s Top 4 Under 40 from 2017 through 2019, NAIFA top 40 Under 40 in 2014, and qualifying member of Million Dollar Round Table from 2017-2019.
Philip has grown his clients to span across 15 different states. He holds two Professional Designations: Financial Services Certified Professional (FSCP) awarded by The American College, and Chartered Retirement Plan Specialist (CRPS) granted by The College for Financial Planning.
Philip’s family history goes deep as one of the founding families of St. Augustine, Florida. As a native of the area, Philip understands what small communities are all about and finds ways to help others succeed and reach their goals and beyond. Philip generously donates his time to volunteering with NAIFA, Hope Haven Children’s Clinic and Daniel Kids. Philip and his wife Lea live in St. Augustine with their 3 children.
315 W Town Place, Unit 8
St. Augustine, FL 32223
Focus: Insurance Strategies, Retirement Planning, Financial Planning, Investment Strategies, Business Succession Planning, Student Loan Refinancing, Business Owners
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
Our goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.