Meagan Rogers
Associate Advisor
CFP®, CFA®
Meagan Rogers is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Analyst® serving Allworth’s Waltham, Massachusetts, office. With nearly two decades of investment management experience—and a particular expertise in fixed income strategies—Meagan brings both technical depth and thoughtful perspective to her work with clients. Her dual designations give her unique insight into the comprehensive financial planning process, helping her effectively and efficiently work with clients to achieve their personal goals. A graduate of the University of Massachusetts, Meagan joined Allworth through its 2025 partnership with Needham-based FSA Wealth Management, where she served as their Director of Investment Strategy & Research.
Outside of work, you’ll often find Meagan exploring hiking trails, beaches, and farmers' markets with her husband and kids. She loves getting lost in a good book and feels most grounded when she’s near the ocean or on a long walk with no particular destination.
Financial planning is about more than numbers. It’s about creating a life that feels secure, balanced, and fulfilling. I work closely with my clients to understand their priorities and help them develop a clear, personalized plan that can evolve with them over time.
With a strong background in investment research and strategy, I bring a data-driven mindset to the planning process, while also helping clients stay grounded through market ups and downs. My goal is to simplify complexity, reduce stress, and empower my clients to make decisions with confidence.
I believe in leading with empathy and staying curious. It’s important to me that my clients feel seen, heard, and supported through every stage of their financial journey. I draw inspiration from behavioral science, psychology, and wellness to help clients not just build wealth, but build lives that reflect their values and aspirations. Whether navigating a major transition or planning for the future, I strive to offer clarity and encouragement that reflect both the technical and human sides of financial planning.
My goal is to help clients feel confident in their financial decisions and to remind them that they don’t have to navigate it all alone.
Latest Insights
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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