Bob Rogers, CFP® CDFA®

Private Wealth Manager

About

Welcome, I’m Bob Rogers, a Certified Financial Planner™ and Certified Divorce Financial Analyst™.   I have lived in south Jersey my entire life and currently reside in Marlton, NJ with my wife Leah, son Nate, daughter Vivienne, and dog Jacob.

Why am I a financial planner?  Above all, I am a people person. I enjoy getting to know people and their families. I also enjoy educating and teaching people about the financial world and how it relates to their personal situation. I feel that I have the natural ability of explaining the complex and confusing financial industry in a way that is simple to understand. I also feel that most people need help making big financial decisions during their life and I want to be a part of that decision. I want to make people feel comfortable in an industry that is overwhelming at times and difficult to get through alone.

“We use a collaborative approach to goal-based planning, while always putting the client’s best interest at the forefront.  Building trust and treating clients like family is a goal of Bash Capital”

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Team

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Matthew Bagell, CPA

Chief financial officer, partner

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Scott A. Shaw, CFA®CFP®

Chief Investment Officer, Partner

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David Dieal, CFP ®

Private Wealth Manager

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Jessica Ryan

Executive Assistant

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