Building your Finanical Dream Team January 24, 2008

rogeandcompany

Ronald W. Rogé, MS, CFP® – Chairman & CEO

Ronald W. Rogé is a nationally recognized fee only wealth manager. He is founder, Chairman & CEO of R. W. Rogé & Company, Inc., a U.S. Securities and Exchange Commission registered investment advisory firm organized in 1986. Mr. Rogé is a CERTIFIED FINANCIAL PLANNER®. He is also a member of The National Association of Personal Financial Advisors (NAPFA), the national organization of fee-only planners and served on NAPFA’s National Board of Directors from 1993-1996. In 2005, he was awarded a citation from the New York State Assembly for his dedicated community involvement. Mr. Rogé was appointed to the TIAA-CREF Institute’s Financial Advisor Advisory Board in January 2000 and served for three years. Mr. Rogé became Trustee and Co-Portfolio Manager of the Rogé Partners Funds in June 2004.

In May 2006, Investment Advisor magazine chose Ron Rogé to head up the list of the “25 Most Influential People in and around the Financial Services Profession.” That list included Alan Greenspan, Chairman of the Federal Reserve and Christopher Cox, Chairman of the U.S. Securities & Exchange Commission. Bloomberg Wealth Manager magazine has selected Mr. Rogé as one of “Bloomberg’s Top Wealth Managers” in their July/August 2005 issue. Robb Report -- Worth magazine chose Mr. Rogé as one of the “Nation’s 100 Most Exclusive Wealth Advisors” in October 2004. Medical Economics magazine said he is one of “The 150 Best Financial Advisors for Doctors” in November 2006. The Guide to America’s Top Financial Planners chose Mr. Rogé as one of “America’s Top Financial Planners” in October 2006. Mr. Rogé is frequently quoted by the press and media including, The Wall Street Journal, USA Today, Business Week, Newsday, Money magazine, Fortune and Smart Money just to name a few. He has appeared on CNN’s “Your Money,” “CNN Headline News, and on “CNBC’s Money Club.” His articles have been published in professional journals and magazines, such as Chiropractic Economics, Journal of Retirement Planning and Investment Advisor magazine.

Mr. Rogé earned a Bachelor of Science degree from Long Island University and a Master of Science degree in Business Administration from Polytechnic University