Alan Roseman, Cpa, Cfp®, Cap® Email and Phone Number
Alan Roseman, Cpa, Cfp®, Cap® work email
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Alan Roseman, Cpa, Cfp®, Cap® personal email
Alan Roseman, Cpa, Cfp®, Cap® phone numbers
PLAN-LIVE-GIVE...Our goal at Roseman Wealth Advisors is to inspire clients to PLAN diligently for their financial future, LIVE abundant lives, and GIVE of their time and resources to make a difference in the lives of people within their reach. I spent 6 years at Bridge Wealth Management, LLC, in Tyler, working with and for a wide variety of highly credentialed financial professionals. In April of 2012, I seized the opportunity to partner with Chris Langford, a trusted advisor and colleague that I've collaborated with for several years, and begin our own firm, Roseman Wealth Advisors. In 2020, we added Josh Roberts to our partnership, and we are confident and excited about the future of serving clients together with our staff. Roseman Wealth Advisors address: 3300 S. Broadway Ave, Suite 102, Tyler, TX 75701 phone: 903-747-3911I was born and raised in Tyler, Texas, where my wife (Ashley) and I are now raising our 5 active kids. We are members of First Baptist Church of Tyler and graduates of Baylor University. I currently serve on the Board of Directors for the East Texas Communities Foundation. In my spare time (not much these days), I enjoy coaching Little League baseball, watching sports, and traveling.Specialties: Financial Planning, wealth management, retirement plan consulting, life insuranceSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Roseman Wealth Advisors. www.finra.org and www.sipc.org.Investor Disclosures: https://bit.ly/KF-DisclosuresThis profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC (Kestra IS) Compliance Department at 737-443-7101.
Roseman Wealth Advisors
View- Website:
- rosemanwealth.com
- Employees:
- 6
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OwnerRoseman Wealth Advisors Apr 2012 - PresentTyler, Texas AreaWe specialize in financial planning and wealth management for high net worth individuals and aspiring professionals. Additionally, we serve as retirement plan consultants, which includes investment advisory services, employee education, and fiduciary process development for plan sponsors.
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Cpa, Cfp®Bridge Wealth Management, Llc Aug 2006 - Mar 2012Complex wealth management, retirement, and wealth transfer planning for individuals and families; Retirement plan consultation for business owners; Asset management using a conservative, prudent process that is based on academic investment research; Tax preparation and planning (handled through a strategic allicance with Prothro, Wilhelmi & Company, CPA firm).
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Cpa, Cfp®Prothro, Wilhelmi & Company, Pllc Jul 2006 - Jan 2009Tax preparation and planning services.
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Staff Accountant - Mergers & Acquisitions TaxKpmg, Llp Aug 2005 - Jun 2006
Alan Roseman, Cpa, Cfp®, Cap® Skills
Alan Roseman, Cpa, Cfp®, Cap® Education Details
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Accounting & Finance
Frequently Asked Questions about Alan Roseman, Cpa, Cfp®, Cap®
What company does Alan Roseman, Cpa, Cfp®, Cap® work for?
Alan Roseman, Cpa, Cfp®, Cap® works for Roseman Wealth Advisors
What is Alan Roseman, Cpa, Cfp®, Cap®'s role at the current company?
Alan Roseman, Cpa, Cfp®, Cap®'s current role is Owner at Roseman Wealth Advisors.
What is Alan Roseman, Cpa, Cfp®, Cap®'s email address?
Alan Roseman, Cpa, Cfp®, Cap®'s email address is al****@****lor.edu
What is Alan Roseman, Cpa, Cfp®, Cap®'s direct phone number?
Alan Roseman, Cpa, Cfp®, Cap®'s direct phone number is +190331*****
What schools did Alan Roseman, Cpa, Cfp®, Cap® attend?
Alan Roseman, Cpa, Cfp®, Cap® attended Baylor University.
What are some of Alan Roseman, Cpa, Cfp®, Cap®'s interests?
Alan Roseman, Cpa, Cfp®, Cap® has interest in Family, Sports, Faith, Finance.
What skills is Alan Roseman, Cpa, Cfp®, Cap® known for?
Alan Roseman, Cpa, Cfp®, Cap® has skills like Retirement Planning, Wealth Management, Investments, Financial Advisory, Securities, Tax, Life Insurance, Financial Services, Personal Financial Planning, Charitable Gift Planning.
Who are Alan Roseman, Cpa, Cfp®, Cap®'s colleagues?
Alan Roseman, Cpa, Cfp®, Cap®'s colleagues are Peter Rae, Cfp®, Cka®, Nina Batts, Josh Roberts, Cpa, Cfp®, Chris Langford Chfc® Cap®, Julie Langford, Mary Lynne Jones.
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