SEC CRD #801-69994
Rogan Associates Financial Planning For Life Skip to content 727-712-3400 | nf oga a al.c Home Wp_Admin1128 2026-04-30T12:25:45-04:00 Financial Planning For Life ™ WHO WE ARE With decades of experience in the industry, our veteran team of financial planners has learned that success finds our clients most easily when the plan is both easy to manage and practical to apply. Keeping that in mind, we work to help our clients achieve the one goal they all have in common financial peace of mind. WHAT WE DO Rogan and Associates creates financial plans that are designed to grow and change with your life. By building personal relationships with our clients, we help them reach the goals they have today, help them manage the surprises that may come tomorrow, and strive to keep them on course to achieving their life goals. WHY WE PLAN Our experts keeping you up to date with our ever changing industry. Follow our blog at www.whyweplan.com and find us on Twitter and Facebook to keep up with the latest news curated for our clients, from our founder, Michael Rogan, and other trusted advisors. View Our Firm View Upcoming Cruises Here! Combine a fun and relaxing trip with exclusive workshops on financial, retirement and estate planning. Get to know our panel of financial planning experts and meet new friends as you cruise your way to sound financial planning. OUR EXPERTS · YOUR TEAM MICHAEL ROGAN President Founder JASON WHITE Financial Planner ED FOSS Chief Compliance Officer Financial Planner
EDWARD R. FOSS
CHIEF COMPLIANCE OFFICER
📞 (727) 712-3400
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AUM
$710M
Location
SAFETY HARBOR, FL
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