Rogero Wealth Planning

Financial Planner / Investment Advisor Representative

With roots that go back to the founding of St. Augustine Florida, the Rogero name is truly local and has strong Menorcan heritage. Philip is 3rd generation in financial services and after entering his second decade in planning, he was determined to build on the legacy of his grandfather (Steven Rogero Sr) and father (Michael Rogero Sr). He set his vision to build a multi-generational planning firm that would continue to help his clients secure their futures and protect the ones they love.

At Rogero Wealth, our goal is to provide you financial confidence with your investment and planning goals. We do this by building comprehensive financial planning solutions for our clients. We pride ourselves on taking a balanced approach with exceptional knowledge and expertise in both investments and insurance solutions in order to provide optimal solutions tailored to our client's risk profile and needs. In taking this comprehensive approach, we help our clients simplify and organize their financial lives and provide a benchmark towards their long-term goals. We focus on educating them with the different approaches to accomplish their objectives in order to provide them with the necessary knowledge to make the most informed decisions. In doing this, we also identify and address any potential points of failure in their planning and provide solutions that best fit these needs.

Our team matches your portfolio to your goals and objectives so you can weather each market cycle and focus on living your life to the fullest. We believe that with better planning, we can help you relieve the financial stress of retiring and in doing so help you live a more fulfilled and satisfied life.

As originals of St. Augustine, we pride ourselves on our reputation and want each client to feel and know they are family.