Rogel Shaheed Spencer, CFP®, ChFC®, CLU®, CASL®
Financial Advisor

Spencer & Associates

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

My Mission

The best interest of the client is the only interest to be considered.  To deliver on that mission, Rogel and his team work with busy professionals, physicians, and business owners to provide passion, insight, and vision towards achieving their desired financial future.


Rogel Spencer
Financial Advisor


Rogel Spencer Selected for Club Leaders of the Future New York City 2012

Rogel Spencer is a member of the Club Leaders of the Future New York City. Latino Leaders Magazine has compiled this group of young influential Latino leaders across the country for an exclusive dinner to share backgrounds and experiences with each other.

To learn more about Rogel’s participation in the event , click here.

The Business Corner   

If you own or operate a business, Rogel recommends the following articles:

Click here to read additional articles. 

With a focused expertise on the business owner, Rogel can provide guidance for any stage of your business:Business Markets Stratey map



The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual Expects to Lead Industry In Dividends

Everyone loves dividends. So do we. Our 2017 total life insurance dividend payout is expected to be double our nearest competitor. Learn more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck