• 350 Linden Oaks #140
    Rochester, NY 14625

    Phone: 585.348.9547

    Fax: 585.348.9513

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Our Team

Paula Rogala, CFP®

Paula Rogala, CFP®

Investment Advisor Representative

Paula is a financial advisor and has earned the CFP® designation from the Certified Financial Planner Board of Standards, Inc. She has both her bachelor of science degree and her Master’s degree in art education from Nazareth College. Paula’s passion for helping clients reach their financial goals through planning and investing has fueled her 20+ years in the financial services industry. Paula serves on the board of Rochester Women’s Network and is actively involved in numerous committees.

Paula holds the following FINRA licenses:

  • Series 7 - General Securities Representative Examination

  • Series 65 - Uniform Investment Adviser Law Examination

  • Series 63 - Uniform Securities Agent State Law Examination

Delivering Excellence In All We Do

We are always working in your best interest, delivering excellence in personal financial management today and for the future.

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350 Linden Oaks #140
Rochester, NY 14625

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