Broker Check
Bob Rogers,CFP®,CDFA®

Bob Rogers,CFP®,CDFA®

Financial Planner

Welcome, I’m Bob Rogers, a CERTIFIED FINANCIAL PLANNER™  and CERTIFIED DIVORCE FINANCIAL ANALYST™ 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, and daughter Vivienne.

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. 

Who do we work with?  I specialize in working with men and women contemplating or going through divorce.  I analyze the financial issues of the divorce and provide the client and legal team with powerful data to help support the settlement.  We also work with people nearing retirement, retired, and working professionals.  There will be a time when you have some of the biggest questions of your life, and we are here to help you navigate through it.

When a person becomes a client we take it very serious.   We will put all of our resources and time to work and do our best to help pursue your goals. Our job is help you and your family get into a prudent 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.