David Rosell Email & Phone Number

David Rosell is a respected author and acclaimed speaker. An expert in retirement planning and wealth management, David works with groups throughout the US to become more financially educated. World Traveler:David's history of extreme travel has included hitchhiking through the Mekong Delta, Vietnam, three weeks climbing the infamous peaks of the Nepalese Himalayas, was present for and part of the Berlin Wall demolition. Currently, David holds a tally of more than 65 countries on four different continents... but he’s far from finished exploring. Author:The current generation of retirees and retiring professionals are uncertain about the future and their retirement accounts. This lack of direction encouraged David to write ‘Failure Is Not An Option,’ providing individuals at or near retirement a roadmap for their journey. Combining his travel experiences with crucial financial lessons and tips, ‘Failure Is Not An Option’ is a ‘must-read’ book for anyone hoping to enjoy their retirement years without stress and a lack of funds. After readers requested a similar book that's fun to read for their children and grandchildren, David responded by writing his second book: 'Keep Climbing- A Millennial's Guide to Financial Planning.' which was released in June of 2017.Speaker & Community Leader:As an accomplished speaker, David has addressed international audiences numbering in the thousands, including the Million Dollar Round Table and Vistage International. He’s the past chairman of the Bend, Oregon, Chamber of Commerce and the City Club of Central Oregon. David also a dedicated father and Bend community member who is constantly inspired by his two children Sophie and Jack.Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive Suite 300 Akron, OH 44333-2431 800.765.5201. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc. or Rosell Wealth Management and have not been approved prior to posting.

Listed skills include Strategic Financial Planning, Strategic Planning, Mergers And Acquisitions, Asset Management, and 41 others.