About

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Philip D. Rogero, FSCP, CRPS
Founder & CEO, Rogero Wealth Planning

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Philip D. Rogero is a third-generation financial advisor and the Founder and CEO of Rogero Wealth Planning. With nearly a century of collective experience from his grandfather, Stephen Rogero Sr., and his father, Michael Rogero Sr., Philip brings an unparalleled legacy of expertise and trust to clients across Florida and beyond.

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Based in St. Augustine, Florida, Philip specializes in both personalized financial planning and business planning services. By combining these disciplines, he helps clients—from individuals to business owners—navigate their most critical financial decisions and build a solid foundation for long-term success.

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For individuals, Philip’s focus is on optimizing savings strategies, growing and protecting wealth, and ensuring clients’ financial goals are met with precision and foresight. He crafts customized wealth accumulation, retirement readiness, and wealth transfer strategies to ensure lasting financial security. For business clients, Philip takes a comprehensive approach to business planning, helping companies identify key areas that drive value and position them for a successful transition or exit strategy. Whether through buy/sell agreements, key person planning, or executive benefits, Philip works to safeguard critical elements of the business, ensuring continuity and long-term viability.

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Philip is passionate about educating his clients, ensuring they are informed and empowered to make decisions that align with their personal and business goals. By leveraging a combination of advanced financial tools and a deep understanding of complex financial dynamics, Philip enables clients to optimize their financial strategies at every stage of life.

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Throughout his career, Philip has earned a reputation as a perennial top producer, consistently receiving industry recognition for his commitment to excellence. His client base spans 15 states, reflecting his ability to meet the diverse needs of individuals and businesses nationwide.

In addition to his extensive hands-on experience, Philip holds two prestigious professional designations:

• Financial Services Certified Professional (FSCP), awarded by The American College of Financial Services. This designation emphasizes advanced financial planning strategies and focuses on building trust-based relationships with clients.
• Chartered Retirement Plan Specialist (CRPS), granted by The College for Financial Planning. This designation highlights his expertise in retirement plan design, management, and optimization for both individuals and business owners, particularly in the context of creating sustainable retirement income solutions.

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A St. Augustine native, Philip has a deep appreciation for the values of small communities. He is dedicated to helping clients and their businesses not only succeed but thrive, ensuring their financial goals are met and exceeded. Philip and his wife, Lea, live in St. Augustine with their four children.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800.

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CRN202802-8135480

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