Philip D. Rogero, FSCP®, CRPS®

Philip D. Rogero, FSCP®, CRPS®

Managing Partner

As the youngest of ten children Philip learned the value of hard work at an early age. This work ethic translated into success on the sports fields and into his professional life.

Prior to forming The First Coast Legacy Group, Philip started his career as a Financial Services Professional with MassMutual Southeast Coast in 2011. He wanted to continue the family legacy and hit the ground running with determination, perseverance, and a desire to help people with their financial lives. He is a third generation financial professional and often learned lessons on the value of long term planning, insurance and saving at the dinner table.

These early lessons served him well. He has grown his practice to include clients in 13 states. Additionally, he has won numerous company and industry awards including the Quality Business Awards and the prestigious National Association of Insurance and Financial Advisors (NAIFA Florida) Top 40 Under 40 Advisors Award in 2014 and NAIFA Florida’s Top 4 Under 40 Award in 2016, 2017 and 2018.

Philip graduated from the University of Central Florida with a bachelor’s in business management and currently holds two Professional Designations: Financial Services Certified Professional (FSCP) awarded by The American College, and Chartered Retirement Plan Specialist (CRPS) granted by The College for Financial Planning.

Philip and his wife Lea live in St. Augustine with their daughters Emery and Quinn. They enjoy hunting and fishing, the outdoors and value spending time with their families.

 

 

 

 

Phone 904-997-2316
Fax 904-791-3422