Cameron Rose Email & Phone Number

I am a Personal Financial Advisor, based in Orange County, CA, I own Bridgepoint Financial Advisors, under which I operate and offer personal financial retirement planning services to individuals and small business owners throughout the U.S. I have a Bachelor of Science in Finance from Colorado Technical University and I hold the series 7, series 66, and California Life & Health insurance licenses. As a Fiduciary advisor, I am obligated to put my client's best interest first. I enjoy working with my personal and business, clients to help them achieve their financial goals on a daily basis. I provide concierge-level service to all my clients, tailoring my service to their specific needs. I provide retirement planning and wealth management for individuals as well as retirement benefit planning for businesses (including 401k plans) and investment management services for non-profit organizations throughout the United States. I am married to my beautiful wife of over 18 years and together we had a female Boxer, Tessie who lived to 13. We love to travel, enjoy the outdoors, and work on redesign and residential remodel projects together. Originally from the San Francisco Bay Area, I graduated High School from Big Bear High in the So Cal Mountains, before relocating to Orange County, California. I spent many years working as a project manager in the food, beverage and pharmaceutical industries before pursuing a lifelong passion to work in the financial markets. In transitioning to a career in the financial services industry I have been able to realize my passion & desire to help individuals and businesses plan their own wealth management and long-term retirement goals. My early working years help me to relate to my clients, having been there myself building my own retirement and long term financial plans. I take pride in helping my clients plan and achieve their long-term financial goals. Helping them to fund their best life while creating the possibility for generational wealth and legacy gives me great pride & fuels me daily.Cameron Rose is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. Bridgepoint Financial Advisors is not affiliated with United Planners.

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  Colorado Technical University

  Finance, General