Practice Snapshot
How I Help:
Business Planning
Who I Help:
Details Coming Soon
About Me:
Theodore Rogu is a dynamic and accomplished financial professional, holding a Bachelor of Science in Finance from Quinnipiac University, where he honed his analytical skills and financial acumen. Building upon his strong foundation, Theodore continued to excel in his academic pursuits, recently completing his Master of Business Administration (MBA) in 2023, further solidifying his expertise in the realm of business strategy and financial management.
During his undergraduate years, Theodore demonstrated exceptional dedication and leadership as an Equity Analyst for a substantial $4 million student-managed investment portfolio. This hands-on experience allowed him to delve deep into the intricacies of financial markets, developing a keen eye for opportunities and a robust understanding of risk management strategies.
Theodore's practice focus is a comprehensive approach with a particular emphasis on risk management, business planning, and insurance planning.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
