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Richard Bert

A native of East Greenwich, Rhode Island, Richard holds a Bachelor of Arts degree in Finance & Economics from St. Anselm College in Manchester, New Hampshire. After graduation, in 1989 he assumed a position in his family's business in Rhode Island where he remained until joining John Hancock Mutual Life Insurance Company in Boston.

Richard relocated to the Tampa Bay area in 1995, accepting a sales position with T. Rowe Price Investment Services. Since that time he has worked with both institutional and retail money managers, including Franklin Templeton, gaining valuable experience with regard to markets and sophisticated investment techniques. This knowledge found practical application in Richard's growing financial planning practice.

He met Michael Rogan in 1997 when Mr. Rogan was recognized as one of the premier financial advisors in the state of Florida by Franklin Templeton. Richard later joined Rogan & Associates bringing his years of investment and planning experience and a deep knowledge of the nuances of portfolio management.

An avid boater, Richard spends as much time on the water as possible, usually grilling the day's catch in the evening.


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