Rob’s professional investing career began just prior to the onset of the 2007-2008 Financial Crisis that saw the equity markets and economy get decimated. Helping to guide clients through this difficult time and experiencing the impact on clients firsthand left a permanent imprint on his philosophy around risk and portfolio management. B
Rob’s professional investing career began just prior to the onset of the 2007-2008 Financial Crisis that saw the equity markets and economy get decimated. Helping to guide clients through this difficult time and experiencing the impact on clients firsthand left a permanent imprint on his philosophy around risk and portfolio management. Born from this experience was the realization that a client's investment portfolio needs to be integrated into the context of their overall financial plan and can not be viewed without a deeper understanding of a client’s goals, objectives, and values.
From that point, Rob dedicated his practice to incorporate the best ideas around portfolio management and comprehensive planning into the client experience. He obtained his CERTIFIED FINANCIAL PLANNER™ certification and took a leadership role in the firm as the Director of Financial Planning where he supports clients in building and managing their investment portfolios as well as coordinating their investments with the architecture of their financial plan.
Rob and his wife Liz live in Northport, NY, with their three kids. On any given weekend you may find him on the sidelines at one of his kid’s soccer games or riding his mountain bike around one of the many trails on Long Island. Rob graduated from the University of Delaware with a degree in Economics.
I am licensed to sell Insurance Products in the following jurisdictions: Arizona, Florida, Massachusetts, North Carolina, New Jersey, New York, South Carolina
I am licensed to sell Securities Products in the following jurisdictions: Arizona, Colorado, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington
Robert Capra, CFP is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC 6800 Jericho Turnpike, Suite 202W Syosset, NY 11791, 631-851-541
CRN202711-7537205
Evan N. Rogdakis, J.D., has served as the Director of Planning and Advanced Sales Strategies for the Center for Wealth Preservation, a MassMutual firm since 2007. Mr. Rogdakis specializes in advising and empowering financial professionals as they craft tailored strategies for retirement planning, estate planning, gifting schedules, mul
Evan N. Rogdakis, J.D., has served as the Director of Planning and Advanced Sales Strategies for the Center for Wealth Preservation, a MassMutual firm since 2007. Mr. Rogdakis specializes in advising and empowering financial professionals as they craft tailored strategies for retirement planning, estate planning, gifting schedules, multi-generational business succession and advanced life insurance designs.
Admitted to practice law in the State of New York*, Mr. Rogdakis obtained his Juris Doctorate in 2006 from Touro College Jacob D. Fuchsberg Law Center. Prior to that, he received a Degree in Business Economics from Hofstra University in 2003. With a deep desire to help people plan for their testamentary intent and legacy, Mr. Rogdakis distinguished himself during law school by clerking for the then servicing Suffolk County Surrogate, the Honorable John M. Czygier, Jr., and by serving clients through the Elder Law Clinic.
In addition, Mr. Rogdakis has had the honor of serving on the Executive Board of the Suffolk County Estate Planning Council as well as the New York State Bar Life Insurance and Employee Benefits Committee.
A lifelong resident of Long Island, Mr. Rogdakis currently resides in Greenlawn, New York with his wife, Jennifer, and their two children Christian and Tessa.
*Licensed to practice Law in the State of New York but not practicing on behalf of Massachusetts Mutual Life Insurance Company or MML Investors Services, LLC.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Evan Rogdakis is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 6800 Jericho Turnpike, Suite 202W Syosset, NY 11791, 631-851-5413.
CRN202712-7714137
LOCAL FIRMS ARE SALES OFFICES OF MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (MASSMUTUAL) AND ARE NOT SUBSIDIARIES OF MASSMUTUAL OR ITS AFFILIATED COMPANIES. SECURITIES AND INVESTMENT ADVISORY SERVICES ARE OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC. www.sipc.org 6800 JERICHO TURNPIKE, SUITE 202W, SYOSSET, NY 11791, 516.364-4203. CRN202703-6010211