Build a Professional Foundation for Your Investment Journey.
Most people stop before they start because the world of finance feels like a wall of noise. Welcome to Finance Coach Meyer-Rogge. I'm a finance professional with a Master's degree in Finance, a CFA Charter, and 15 years of institutional experience in Finance, Risk and Treasury.
I've spent my career managing multi-million dollar risks and complex corporate treasuries for global banks. My passion is bringing that same institutional discipline to individuals — whether you're making your first market entry or navigating concentrated equity positions in tech.
My mission is to help you overcome the single biggest risk of all: doing nothing.
No hype. No noise. Just a professional roadmap built on real institutional experience.
My Services
Most people stop before they start, because finance feels like a wall of noise. I bring the same institutional discipline I used at global banks to your very first entry into the markets — stripping away the hype to build a professional-grade foundation.
This engagement includes:
Strategic Deep-Dive: A private 60-minute session (phone or video) to analyse your goals and clear any technical or psychological hurdles.
The Roadmap Summary: A detailed follow-up email with the key decisions and a clear sequence of next steps tailored to you.
Practical Guidance: Direct, professional insights so you can execute your first trade with the discipline of a professional from day one.
For tech professionals, your biggest asset is often your biggest risk. I help you navigate the "Vesting Trap," applying institutional-grade risk management to turn concentrated RSUs and options into a resilient, tax-efficient portfolio.
This engagement includes:
Phase 1 — The Equity Audit (60-min session): A deep-dive into your vesting schedule, tax exposure, and risk profile to set your diversification targets.
Phase 2 — The Initial Roadmap (email): A technical summary of the findings and a draft strategy for de-risking your position.
Phase 3 — The Execution Plan (60-min session): Refining the strategy with specific sell-schedules and reinvestment frameworks, so you're ready to execute.
Phase 4 — Final Summary & Maintenance Guide (email): A closing document with your final plan, tax-mitigation tips, and a checklist for ongoing maintenance.
Your roadmap is built — now keep it sharp. This session is for existing clients who need one of two things: a periodic check-up on where your portfolio stands, or focused time on a single complex problem a first engagement couldn't fully cover.
This session includes:
A 45-Minute Working Session: A professional review of your current positions and allocation, or a focused deep-dive on the specific problem you bring.
A Clear-Eyed Reassessment: Recalibration for anything that's changed since your last session — market moves, new contributions, a liquidity event, or a shift in your goals.
A Written Action Summary: The key decisions and a clear, sequenced set of next steps, sent after the call.
Schedule your appointment
Ready to stop deliberating and start moving? Book a session and get a clear, professional read on your next step — no hype, no jargon, just a plan built on real institutional experience.
About me
I'm Nico Meyer-Rogge — a CFA charterholder with 15 years inside the risk and treasury functions of global banks, now bringing that same institutional discipline to individual investors. My work has always come down to one thing: making sound decisions under uncertainty, driven by data rather than noise. That's exactly what I help you do with your own money.
