Patrick M. Rogan, CFP®

---

With a career spanning over 15 years, Patrick combines deep industry knowledge with a passion for client success, bringing an impressive track record of strategic financial planning and advisory excellence. Patrick's journey in wealth management began with his foundational role at Vanguard, where he developed his expertise in managing high-net-worth client relationships and investment strategies. His commitment to advancing his skills led him to the Vanguard Advice Careers Program, a prestigious mentorship initiative designed for those pursue the Certified Financial Planner (CFP®) designation. This program was instrumental in shaping Patrick’s approach to financial planning, emphasizing client-centric solutions and comprehensive advisory services.

In his role at Fidelity Investments, Patrick demonstrated his adeptness at wealth planning and financial consulting, where he was known for his ability to deliver tailored strategies and build strong client relationships.

His leadership at Heritage Wealth Management Group as Managing Director and Head of Financial Planning further cemented his reputation for delivering exceptional wealth management solutions. 

Currently, at Black Arrow Capital, Patrick heads the financial planning division, overseeing the development and implementation of personalized financial strategies for clients. His role involves leveraging the firm’s advanced tech stack and comprehensive support infrastructure to enhance client outcomes and drive business growth.

Patrick also dedicates time to the financial planning community beyond his professional responsibilities. As a Board of Directors member for FPA Philadelphia, he contributes to the organization’s initiatives and supports pro-bono financial planning efforts, reflecting his commitment to making a positive impact.

Patrick is an avid weightlifter and a black belt in Brazilian Jiu-Jitsu. He enjoys spending quality time with his wife, his son Patrick Jr., and their dog Ellie. Patrick Rogan’s combination of professional expertise, community involvement, and personal passions makes him a valued leader at Black Arrow Capital, LLC, where he continues to set the standard for exceptional service and professionalism within the financial advisory space.