Steven Roge (AIF®, CFP®, CMFC, MBA)

Steven Roge focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Alternative or Private Investments
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
NAPFA Start Date
January 19, 2022