Hannah Rogge, CFP®, AIF®, CIMA®

Hannah serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly a decade of experience in the financial services industry, Hannah worked for an independent investment advisory firm as a Senior Wealth Manager prior to joining Creative Planning. Hannah has worked with individuals and non-profit organizations and has experience in portfolio construction, financial plan creation and execution, and investment management.

Hannah earned a Bachelor of Arts degree in economics from Hamilton College and a Master of Arts degree in finance from Claremont McKenna College. She is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards; an Accredited Investment Fiduciary^® professional, as designated by Fi360; and a Certified Investment Management Analyst^® professional, as designated by the Investments & Wealth Institute.

Hannah serves on the Board of Directors of Hospice Giving Foundation and is Co-Treasurer and Chair of the foundation’s Investment Advisory Committee. She has been a member of the Rotary Club of Carmel-by-the-Sea since 2018 and previously served the club as its Treasurer. Hannah and her husband, Miguel, enjoy traveling, watching movies, attending their local trivia night, and spoiling their two cats, Giles and Zoey.