Michael Rose, Cfp® Email and Phone Number
Michael Rose, Cfp® work email
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Michael Rose, Cfp® personal email
Michael Rose, Cfp® phone numbers
As an independent family office private wealth advisor, I provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. I am responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. My practice is reserved to an exclusive group of distinctive clients, allowing us the time needed to carefully customize your services and solutions.I have over 25 years of experience in the wealth management industry and my firm, Rose Capital Advisors was founded on the principles of independence, transparency and client advocacy. Rose Capital Advisors provides holistic financial solutions, working with client's tax, legal, estate planning, insurance and other professionals to create a customized plan.Professional licenses include:Certified Financial Planner™General Securities Registered Representative NYSE/FINRA (Series 7)Uniform Investment Adviser (Series 65)Uniform Securities Agent State Law Examination (Series 63)Futures Managed Funds Examination (Series 31)Other applicable Variable Annuity, Life and Health Insurance licensesSpecialties: Comprehensive Financial Planning, Wealth Advisory, Family Office Services, and Financial/Investment Consulting. Retirement Planning, Education Planning, Investment Policy, Dynamic Asset Allocation, Cash Flow Analysis, and Performance Analytics. Alternative Investments including Real Estate, Private Equity, Venture Capital, Hedge Funds, Commodities, Managed Futures, and Timberland.Securities offered through Saxony Securities, Inc. Member FINRA/SIPC. Investment Advisory Services provided through Rose Capital Advisors, LLC, an SEC Registered Investment Advisor.
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Founder And Managing PartnerRose Capital Advisors Jul 2012 - PresentMiami Beach, Florida, UsWe provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Our practice is reserved to an exclusive group of uniquely successful clients, allowing us the time needed to carefully customize our services and solutions.
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Member Board Of DirectorsOyc Miami Sep 2013 - PresentThe Mourning Family Foundation (MFF) is a not-for profit 501(c)(3) public fundraising foundation created by Alonzo and Tracy Mourning. The Mourning Family Foundation was created to inspire others through advocacy, education, and enrichment services and allows donors with varied interests in childrens issues the benefit of giving to several charities from their one contribution. Since 1997, Mourning Family Foundation has raised over $10 million for various programs that aid in the development of children and their families, particularly those in socioeconomically challenged communities. -
Senior Vice PresidentDominick & Dominick Llc Mar 2005 - Jun 2012I spent 7 years at Dominick & Dominick in Miami, working in Private Wealth Management. During my tenure at D&D, I managed clients' portfolio and worked with high net worth and ultra high net worth individuals, assisting them with all of their financial and wealth management needs. I also sourced several key alternative investments and banking clients for the firm. During this time, I also obtained the Certified Financial Planner designation.
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Member Board Of DirectorsMake-A-Wish® Southern Florida 2008 - 2012Miami, Florida, UsThe Make-A-Wish Foundation® is one of the most recognizable charitable organizations in the world. The mission of the foundation is to grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy. -
Vice PresidentWachovia Securities, Llc 2001 - 2005San Francisco, California, UsI spent several years working in the Private Client Group of Wachovia Securities in New York City and Miami. During this time I managed clients’ portfolios and worked with high net worth executives from several of Wachovia’s key corporate banking clients. During this time I developed relationships with clients in North America, Europe, South America, Australia, Asia, and Africa.
Michael Rose, Cfp® Skills
Michael Rose, Cfp® Education Details
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Syracuse UniversityFinance
Frequently Asked Questions about Michael Rose, Cfp®
What company does Michael Rose, Cfp® work for?
Michael Rose, Cfp® works for Rose Capital Advisors
What is Michael Rose, Cfp®'s role at the current company?
Michael Rose, Cfp®'s current role is Founder and Managing Partner at Rose Capital Advisors.
What is Michael Rose, Cfp®'s email address?
Michael Rose, Cfp®'s email address is mr****@****ick.com
What is Michael Rose, Cfp®'s direct phone number?
Michael Rose, Cfp®'s direct phone number is +130574*****
What schools did Michael Rose, Cfp® attend?
Michael Rose, Cfp® attended Syracuse University.
What skills is Michael Rose, Cfp® known for?
Michael Rose, Cfp® has skills like Alternative Investments, Venture Capital, Hedge Funds, Retirement Planning, Private Equity, Wealth, Commodity, Investment Policy, Managed Futures, Real Estate, Cash Flow, Wealth Advisory.
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