Philip Rogero is the President 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 prides himself on treating each client and relationship as if it were his own family. 

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.