Ivan Rose, Cfp® Email & Phone Number

I love stories. More importantly, I love peoples stories and am fortunate to find myself in a position where listening to others tell theirs is what I do. Knowing an individual's story, aids me in building financial strategies around who they are and helping them achieve the goals they want.Serving in the United States Air Force has provided me with 6 years of dynamic team and leadership experience. Coming from such a diverse background, allows me to leverage an out-of-the-box mindset to provide clients with a unique perspective.At Charles Schwab we help coordinate the financial affairs of families, retirees, corporate executives and business owners in the Midwest and abroad. We aim to simplify and clarify clients' financial lives. We employ a team approach and focus on providing education for clients to help them make the best decisions.You should connect with me and my team if:• You are retired or are nearing retirement and are seeking a retirement strategy.• You are in the process of, or are, considering a major life change and you're looking for a new professional relationship with a financial advisor.• Are a business owner or find yourself in a position where you need financial advice and guidance.• Are a plan sponsor and are looking for professional assistance with company benefits• You have a passion for running, hiking, fishing, and pretty much all things outdoors.Phone: 248-554-4121Email: ivan.rose@schwab.com