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Joe Rogers
Professional designations
CFP, RICP
Firm or Broker/Dealer name
Bryn Mawr Trust
States licensed in
Hershey
,
Pennsylvania
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Investment Management
Wealth Management
Estate Planning
Time Zone
Joe Rogers, CFP, CTFA, RICP
Joe is a Certified Financial Planner professional with over 13 years of experience in the financial services industry. He currently serves clients nationwide as a Vice President and Wealth & Trust Advisor at Bryn Mawr Trust, based in Central Pennsylvania. Joe holds a bachelor's degree in Sociology and has earned the CFP, CTFA, and RICP designations, reflecting his commitment to comprehensive and ethical financial planning.
Before transitioning into financial services, Joe spent several years working as a social worker in both the Philadelphia and Central PA regions. This background has deeply informed his approach to advising, allowing him to support clients through complex and emotionally challenging financial situations with empathy and understanding.
Joe is passionate about giving back to the community and is honored to volunteer with Wings For Widows, where he brings both his financial expertise and his social work perspective to help make a meaningful impact.
Joe is a Certified Financial Planner professional with over 13 years of experience in the financial services industry. He currently serves clients nationwide as a Vice President and Wealth & Trust Advisor at Bryn Mawr Trust, based in Central Pennsylvania. Joe holds a bachelor's degree in Sociology and has earned the CFP, CTFA, and RICP designations, reflecting his commitment to comprehensive and ethical financial planning.
Before transitioning into financial services, Joe spent several years working as a social worker in both the Philadelphia and Central PA regions. This background has deeply informed his approach to advising, allowing him to support clients through complex and emotionally challenging financial situations with empathy and understanding.
Joe is passionate about giving back to the community and is honored to volunteer with Wings For Widows, where he brings both his financial expertise and his social work perspective to help make a meaningful impact.