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Talking with Philip Rogero, Financial Advisor with Rogero Wealth Planning
Manage episode 474432994 series 3579213
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Today we have with us Philip Rogero (Ro-hair-oh), financial advisor with Rogero Wealth Planning. I thought it would be great to bring on someone to give us some information regarding our wealth health which Philip has long been doing for our pharmacy students. This is an area that I feel is so important for pharmacy students and pharmacists as they move through their career, yet we don’t talk enough about it.
Philip is a local financial planner/advisor and President of Rogero Wealth Planning. and has been working with the UF COP since 2012 and works with many of our current and graduated students. He provides personalized financial planning services and helps his clients to define and achieve their financial goals and protect the ones they love. Philip is a perennial top producer and consistently achieves many industry awards such as the National Association of insurance and financial advisors Quality Business Award and the Florida Top 4 under 40 Advisor award, which he’s won many times. He has grown his clients to span 15 states and holds two professional designations “Financial Services Certified Professional” and Chartered Retirement Plan Specialist” granted by the College for Financial Planning.
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