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


Spencer & Associates

Professional

In his first year in the business, Rogel qualified for two of Northwestern Mutual's top awards for new representatives, earning Pacesetter First 40 and Pacesetter Second 60 Awards.  These awards represent Rogel's commitment to his clients and demonstrates consistency and sales excellence within Northwestern Mutual.

Rogel is a Financial Advisor with Northwestern Mutual.  Rogel is an Insurance Agent maintaining securities Series 6, 7, 63 and 66 registrations and his Life, Accident & Health insurance license. He is a CERTIFIED FINANCIAL PLANNER™ professional having recently achieved this certification in 2014.

Rogel has also attained the ChFC®  designation (Chartered Financial Consultant).
The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

Rogel is a graduate of Temple University with a Bachelor of Architecture. He resides in New Jersey with his wife Paula and his two daughters and one son: Isabella, Olivia and Grant. 


 

 

Education

Degree Major Institution
Bachelor Architecture Temple University
 

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