Steve Rose

Steve Rose, CFP®, CEPA™, Wealth Designed. Life Refined.

Trust is the foundation of a relationship and is built through integrity. Earning and preserving the trust of my clients is the most important responsibility of my practice. I believe in providing my clients with the resources and education needed to allow for the creation of their path to financial independence or true wealth. As an effective advisor, I listen to my clients. I learn about their situations, experiences, and beliefs surrounding their financial life. Establishing goals is only part of the equation, understanding someone’s emotional and personal connection to their finances opens the door to designing the right plan for their success.

Honored

I take great pride in having close relationships with my clients. Watching the hard work they put into earning their financial freedom or true wealth inspires me to match their energy by creating a plan that maximizes their effort. Seeing my clients enjoy their successes motivates me every day to help as many people as possible.

Responsibilities

Providing financial guidance to support my clients’ goals for financial independence or to achieve their true wealth comes with the responsibility of always placing their well-being before my own. I often remind clients that I work for them and not a company. As a CERTIFIED FINANCIAL PLANNER® practitioner & CERTIFIED EXIT PLANNING ADVISOR™, I have taken an oath to provide comprehensive financial services to individuals and businesses with integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Designations

Obtaining the CERTIFIED FINANCIAL PLANNER® designation is one of my proudest professional accomplishments since starting my practice in 2005. In addition, I have just been awarded a CERTIFIED EXIT PLANNING ADVISOR™ credential through the Exit Planning Institute.

Areas of Focus

I work with individuals or businesses looking for guidance in the following areas:

• Financial Planning
• Retirement Planning
• Wealth Management
• Investment Management
• Employer-Sponsored Retirement Plans