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


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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

 

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