Philip Rogero

Credentials:
  • FSCP®
  • CRPS®

Focus: Insurance Strategies, Investment Strategies, Business Owners

Languages: English

Philip Rogero is an Investment Advisor Representative of MML Investors Services, LLC. Philip has been an influential leader and has a proven track record of success. Philip attributes his history of success by staying true to his core values of honesty, trust, and integrity that he received growing up as a twin and the youngest of a large Catholic family of ten.

From the beginning of his career, Philip has been a successful, diligent, top advisor. He has held several prestigious acknowledgements including 2013, 2014 and 2015 Junior Associate of the Year, Associate of the Year in 2017, Rising Leader Awards in 2011, 2012, 2013, 2014, and 2015 and Leaders Club in 2012, 2013 2014, 2015, 2016, 2017 and 2018.

In his tenure with Financial Design Associates, Philip has shown tremendous growth as a Leaders Qualifier, an elite program based on production with life, disability income and long-term care insurance. He has grown his practice to include clients in 13 states. He holds two professional designations; Financial Services Certified Professional (FSCP) and Chartered Retirement Plan Specialist (CRPS).

He is a member of the Jacksonville chapter of the National Association of Insurance and Financial Advisors (NAIFA) and was selected for NAIFA Florida’s Top 40 Under 40 Advisors Award in 2014 and the NAIFA Quality Business Award for 2014, 2015, 2016, and 2018. He was most recently acknowledged as a Top 4 Under 40 Advisor for NAIFA Florida for 2017 and 2018. He has also qualified for the Million Dollar Round Table in 2016, 2017 and 2018 a prestigious industry wide achievement.

Philip Rogero and his wife Lea live in St. Augustine with their daughters Emery and Quinn. They enjoy hunting, fishing, and the outdoors and value spending time with their families.

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Coastal Wealth

Main Office

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

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CRN202103-264878