Our Team

Roger Relucio, CFP®, CRPC

Managing Partner, Financial Advisor

Roger is a principled advisor whose experience and commitment to client success earned him a spot on Forbes’ “Top Next-Generation Wealth Advisors*” list in 2020 and 2021. As a respected leader, he surrounds himself with specialists catering to each client’s unique needs, values, and goals.

With nearly two decades of experience in prominent firms like Morgan Stanley and Merrill Lynch, Roger has cultivated an ethical approach to wealth management that emphasizes client education, transparency, and simplicity. Working together with his team, Roger develops comprehensive and easy-to-understand personalized strategies to help clients pursue their goals with minimal risk.

Roger is an alumnus of Rutgers University and attended the Dolan School of Business at Fairfield University. He is a Certified Financial Planner™, a Chartered Retirement Planning Counselor™ (CRPC™), and holds Series 7, 66, and 31 registrations through LPL Financial.

When not working, Roger donates time to various causes, serving on the Alumni Committee for Oratory Prep School, organizing beach cleanups at the Jersey Shore, volunteering at Habitat for Humanity, and supporting Soles for Souls. During his leisure time, he enjoys skiing, boating, tuna fishing, trap and skeet shooting.

Roger’s financial advice is simple yet effective: spend less than you earn and automate both your savings and investment contributions.

* The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

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