Hannah Rogge CFP®, AIF®, CIMA®

Hannah Rogge is an advisor at Monterey Private Wealth. Hannah is an Accredited Investment Fiduciary®, a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Certified Investment Management Analyst®.

Hannah holds a Master of Arts in Finance from Claremont McKenna College and a Bachelor of Arts in Economics from Hamilton College. Hannah grew up in Carmel and attended Stevenson School, where she previously served as assistant coach for the girls’ varsity lacrosse team. Since 2017, she has served as a member of Hospice Giving Foundation’s The Party! The Scramble! committee. Hannah is a member of the Rotary Club of Carmel-by-the-Sea.

Prior to joining Monterey Private Wealth in February 2016, Hannah worked as an Analyst for a boutique corporate advisory firm in San Francisco specializing in corporate governance, activism and contested M&A issues facing public companies.