Dennis Gogarty

Dennis P. Gogarty is the President of Raffa Investment Advisers. Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Wealth Management in 2005. Since co-founding RWM, he has served as the firm’s President and lead investment adviser representative.

Dennis actively promotes the need for increased investment education and transparency. He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers.

Dennis has lectured on issues impacting nonprofit investing for the following organizations: the Council on Foundations, the Greater Washington Society of CPAs, the AICPA, the American Society of Association Executives (ASAE), BoardSource, and the Finance and Administration Roundtable (FAR). Dennis is a past Chairman of ASAE’s Finance and Business Operations Council. Additionally, he offered his knowledge and expertise to support local nonprofits as a committee member for organizations including St. John’s Community Services Foundation and StreetLaw.

Dennis completed the Certificate in Financial Planning program at the Georgetown University Center for Continuing and Professional Education and earned a Bachelor of Science degree from Frostburg State University. Dennis is a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary®, and an investment adviser representative of Raffa Wealth Management, LLC.

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December 4, 2024
1:00 pm
A good practice for all nonprofit organizations is to have an “emergency fund” in reserve to cover a potential shortfall of revenues versus expenses. A cushion can also be helpful if/when other spending needs arise. So, how much should your...