About Jason Rogoff
My primary focus as a Financial Representative is to inspire and guide my clients to protect themselves from uncertainty and to provide the tools to help them safeguard and grow their wealth. I am passionate about helping others to plan for retirement with the goal of providing financial freedom and to help them live the life they imagine.
It is Thrivent’s mission - helping Christians be wise with money and to live life generously - that attracted me at a young age to a career that combines strong values with finances. I have helped hundreds of clients to fulfill this mission and I look forward to continuing to do so for many more years.
In my free time, I enjoy boating, volunteering in my community, and spending time with my wife, Dana and our three children.
Education & Accomplishments
- Bachelor of Arts in Finance & Marketing, SUNY Albany
- Life & Health Insurance Licenses
- FINRA Series 66 Uniform Combined State Law Exam
- FINRA Series 7 General Securities Exam
Meet My Team
Cara Maloney
MBA
Cara Maloney joined Thrivent in February 2018 as the Licensed Office Professional following a long career in the banking industry. Cara's career change was prompted by the ideals and values set forth by Thrivent of helping others and giving back to the community. Cara is a lifelong resident of Long Island with her husband Michael and two sons
- Title
Director of Investment Operations
- State(s) Licensed
- NY,
- Location
Westbury Office 1400 Old Country Road Suite 413 Westbury NY 11590
- Phone
- 516 221 6616
- Fax
516 997 0222