Director of Wealth Management
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 r
Director of Wealth Management
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:
New Jersey, New York
I am licensed to sell Securities Products in the following jurisdictions:
New Jersey, New York, Florida
CRN202411-1275198
Marketing Coordinator
Alyssa Emmanuel leads the marketing department at Center for Wealth Preservation, with a natural flair for identifying and capitalizing on emerging market trends. Her passion lies in website building, SEO, and design, coupled with expertise in social media marketing. Alyssa is adept at utilizing statistics to track
Marketing Coordinator
Alyssa Emmanuel leads the marketing department at Center for Wealth Preservation, with a natural flair for identifying and capitalizing on emerging market trends. Her passion lies in website building, SEO, and design, coupled with expertise in social media marketing. Alyssa is adept at utilizing statistics to track metrics and measure success, making data-driven decisions a cornerstone of her campaigns.
With a diverse background, Alyssa has successfully launched start-ups along with playing a crucial role in helping established businesses like delis and pizzerias acquire clients during challenging economic times through her freelance marketing company, Advanced Envisions, LLC.
Alyssa’s primary goal at CWP is to make the company more marketable by leveraging her expertise in digital design marketing. Throughout her educational and professional journey, Alyssa has consistently practiced her innovation and communication skills, positioning herself as a capable and consistent problem-solver.
Fluent in both Spanish and English, Alyssa is passionate about creating a welcoming environment for individuals in the United States. Her dedication to helping people feel comfortable and included aligns with her broader vision for making a positive impact in both her professional and personal pursuits. Her progressive mindset keeps her in tune with the latest developments in the marketing field, allowing her to stay ahead of the curve.
Director of Planning Strategies
Evan N. Rogdakis, J.D., is the Director of Planning Strategies for Center for Wealth Preservation, a MassMutual firm. Mr. Rogdakis has served in that role for approximately 15 years, assisting financial professionals and their clients with retirement planning, estate planning, creating gifting schedules, p
Director of Planning Strategies
Evan N. Rogdakis, J.D., is the Director of Planning Strategies for Center for Wealth Preservation, a MassMutual firm. Mr. Rogdakis has served in that role for approximately 15 years, assisting financial professionals and their clients with retirement planning, estate planning, creating gifting schedules, planning for 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.Mr. Rogdakis always had a desire to help people plan for their testamentary intent and legacy, and as such during law school Mr. Rogdakis clerked for the then servicing Suffolk County Surrogate, the Honorable John M. Czygier, Jr., and served clients through the Elder Law Clinic.
In addition, Mr. Rogdakis has had the privilege 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.
CRN202405-189758
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