• 350 Linden Oaks #140
    Rochester, NY 14625

    Phone: 585.348.9547

    Fax: 585.348.9513

  • 1081 Long Pond Road, Suite 140
    Rochester, NY 14626

    Phone: 585.720.0590

    Fax: 585.720.0592

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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.

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.

Contact Paula

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Office Address

350 Linden Oaks #140
Rochester, NY 14625

Direct Phone

585-348-9512

Cell Phone

585-739-7268

Fax

585-348-9513