Home 2017-10-17T21:16:09+00:00

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.

View Our Upcoming Cruises Here!

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.

OUR STAFF. YOUR TEAM

MICHAEL ROGAN
MICHAEL ROGAN
President & Founder
ED FOSS
ED FOSS
Chief Compliance Officer & Financial Planner
JASON WHITE
JASON WHITE
Financial Planner
SHAWN WHITE
SHAWN WHITE
Financial Planner
DAN HUEHN
DAN HUEHN
Financial Planner
ADAM LUCKE
ADAM LUCKE
Financial Planner
ERIN EMNETT
ERIN EMNETT
Financial Planner

View this Firm and Our Planners on Brokercheck

OUR LOCATIONS

BRANDON/EAST TAMPA OFFICE

10150 Highland Manor Drive, Suite 200, Tampa, FL 33610
Phone: (866) 779-3258
Fax: (800) 393-1877

MAIN OFFICE

200 9th Avenue North, Suite 150, Safety Harbor, FL 34695
Phone: (727) 712-3400 / (866) 77-WEALTH or (866) 779-3258
Fax: (800) 393-1877

SARASOTA OFFICE

9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone: (866) 779-3258
Fax: (800) 393-1877

DALLAS OFFICE

15305 Dallas Parkway, Suite 300, Addison, Texas, 75001
Local:  (972) 715-2000
Toll-free: (866) 779-3258

Why We Plan

Another “Worst Day to Invest”

30 years ago this week, the US stock market suffered its greatest one day loss in history when it dropped some 22%. This marked the second day of a 27% […]

The Worst Day to Invest?

Ten years ago this October 9, the stock market hit an all-time high level. Over the next 17 months, a disastrous mix of market greed, unintended consequences from poorly conceived […]