Patrick M. Rogan, CFP®, MBA, is a seasoned financial planning professional with over 15 years of experience. He currently serves as Head of Financial Planning/Wealth Advisor at Black Arrow Capital, LLC, where he leads the development and execution of tailored financial plans that integrate investment strategy, retirement readiness, risk management, and tax-efficient wealth preservation.
Prior to his current role, he held senior advisory positions including Managing Director/Head of Financial Planning at Heritage Wealth Management Group and VP of Wealth Planning at Fidelity Investments.
Beyond his practice, Patrick is deeply involved in advancing the financial planning profession. He serves on the Board of Directors for the Financial Planning Association, with leadership roles that support pro-bono planning initiatives and broader community financial education.
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