Robert Rogers CFP® CDFA®
Investment Advisor Representative
Welcome, I’m Bob Rogers, a CERTTIFIED FINANCIAL PLANNER™ in Haddon Heights, NJ. I have lived in South Jersey my entire life and currently reside in Marlton, NJ with my wife Leah, son Nate, daughter Vivienne, and dog Nicholas.
After graduating from Rutgers Camden in 2000 with a BA in psychology, I began my career in the mortgage business. After realizing that most of my client interactions were transactional in nature, I wanted to transition to an area of finance where I could build long lasting relationships with my clients. I also wanted to become a financial resource for people in more than one area of finance. I then decided to become a financial advisor.
Why am I a financial planner? Above all, I am a people person. I enjoy getting to know people and their families. I also enjoy educating and teaching people about the financial world and how it relates to their personal situation. I feel that I have the natural ability of explaining the complex and confusing financial industry in a way that is simple to understand. I also feel that most people need help making big financial decisions during their life and I want to be a part of that decision. I want to make people feel comfortable in an industry that is overwhelming at times and difficult to get through alone.
How do a help people? I simply help people get organized. I also help sort out the noise that sometimes cloud’s people’s judgement and I help them sort out what’s important and what’s not. As a CERTIFIED FINANCIAL PLANNER™, it’s my duty to act as a fiduciary to my clients. I only give unbiased recommendations that put my client’s best interest ahead of mine. My goal is to put myself on the same side of the table as my clients and help them remove the emotion that sometimes clouds people’s decisions.
When a person becomes a client I take it very serious. I will put all of my resources and time to work and do my best to help pursue your goals. My job is help you and your family get into the best financial position.
The first step in any relationship is an introduction. Feel free to call me at 856-617-0300. I look forward to meeting you.