Todd Roselle, Cfp®, Chfc®

Todd Roselle, Cfp®, Chfc® Email and Phone Number

President | Founder at Blue Rock Financial Group @ Blue Rock Financial Group
Rehoboth Beach, DE, US
Todd Roselle, Cfp®, Chfc®'s Location
Rehoboth Beach, Delaware, United States, United States
Todd Roselle, Cfp®, Chfc®'s Contact Details

Todd Roselle, Cfp®, Chfc® work email

Todd Roselle, Cfp®, Chfc® personal email

n/a
About Todd Roselle, Cfp®, Chfc®

I love working with successful individuals, partners and businesses to help them navigate a flexible, fee-based, tax sensitive financial plan. Charitably inclined and always looking to lend a hand. If you would like to connect or have lunch I'm happy to get together. Feel welcome to reach out.

Todd Roselle, Cfp®, Chfc®'s Current Company Details
Blue Rock Financial Group

Blue Rock Financial Group

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President | Founder at Blue Rock Financial Group
Rehoboth Beach, DE, US
Todd Roselle, Cfp®, Chfc® Work Experience Details
  • Blue Rock Financial Group
    Blue Rock Financial Group
    Rehoboth Beach, De, Us
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  • Blue Rock Financial Group
    Founder | President
    Blue Rock Financial Group Dec 2012 - Present
    Rehoboth Beach, Delaware, Us
    Objective financial planning for Business Owners, Entrepreneurs, and Senior Executives who want confidence in their path to a successful and flexible plan.Dravo Bay, LLC, D/B/A Blue Rock Financial Group is a Registered Investment Advisor.
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  • Delaware Mud Run
    Founder & Co-Director
    Delaware Mud Run Jun 2009 - Present
    The Delaware Mud Run is Delaware's Dirtiest 5K and has become one of the largest fund raisers in the state. In 2009 the first annual event was held at Frightland in Middletown, DE, where the event is still held annually.To Date, The Delaware Mud Run and Delaware Mud Run Jr (added in 2011) have raised more than $2,000,000 for The Leukemia Research Foundation of Delaware. The main event held in September has swelled to include over 4,000 participants and 15,000 spectators. The Jr. version had over 2,500 kids participate this past June.
  • Delaware Economic Summit
    Founder - Past President
    Delaware Economic Summit Apr 2014 - Jul 2016
    The annual Delaware Economic Summit creates an exciting and engaging space for the business community to gather and discuss issues vital to the continued financial success of individuals, local business, and the state’s economy. The summit is based on the core belief that the strength of the Delaware business community relies on relationships built over the years on a foundation of trust and shared knowledge, a foundation that must constantly be maintained to stay strong.
  • Diamond State Financial Group
    Senior Associate - Financial Planner
    Diamond State Financial Group Jun 2005 - Dec 2012
    Developed a fee-based financial planning team which focused on giving individuals advice to provide confidence in their goals and future plans.
  • The News Journal
    Market Research Manager
    The News Journal Jun 2000 - Jun 2005
    New Castle, De, Us
    Managed Marketing Campaign Strategies for advertisers, small to national accounts. Increased advertising revenues with measurable success.Assisted in the Market Research, Planning and Launch of Spark Magazine.
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  • Tcim Services
    Sr. Reporting Analyst
    Tcim Services Sep 1995 - Jun 2000
    Worked with Account Managers to determine optimal strategies for outbound phoning campaigns.

Todd Roselle, Cfp®, Chfc® Skills

Strategic Financial Planning Retirement Planning Succession Planning Risk Management Estate Planning Leadership Marketing Strategy Financial Analysis Financial Advisory Small Business Strategy Strategic Planning Management Retirement Securities Investments Portfolio Management Investment Strategies Wealth Management 401k Series 7 Insurance Life Insurance

Todd Roselle, Cfp®, Chfc® Education Details

  • Wilmington University
    Wilmington University
    Business Marketing And Management
  • Delaware Technical Community College
    Delaware Technical Community College
    Business Marketing And Management
  • University Of Delaware
    University Of Delaware
    Business
  • St. Elizabeth'S
    St. Elizabeth'S
    General Academics

Frequently Asked Questions about Todd Roselle, Cfp®, Chfc®

What company does Todd Roselle, Cfp®, Chfc® work for?

Todd Roselle, Cfp®, Chfc® works for Blue Rock Financial Group

What is Todd Roselle, Cfp®, Chfc®'s role at the current company?

Todd Roselle, Cfp®, Chfc®'s current role is President | Founder at Blue Rock Financial Group.

What is Todd Roselle, Cfp®, Chfc®'s email address?

Todd Roselle, Cfp®, Chfc®'s email address is to****@****run.com

What schools did Todd Roselle, Cfp®, Chfc® attend?

Todd Roselle, Cfp®, Chfc® attended Wilmington University, Delaware Technical Community College, University Of Delaware, St. Elizabeth's.

What are some of Todd Roselle, Cfp®, Chfc®'s interests?

Todd Roselle, Cfp®, Chfc® has interest in Economic Empowerment.

What skills is Todd Roselle, Cfp®, Chfc® known for?

Todd Roselle, Cfp®, Chfc® has skills like Strategic Financial Planning, Retirement Planning, Succession Planning, Risk Management, Estate Planning, Leadership, Marketing Strategy, Financial Analysis, Financial Advisory, Small Business, Strategy, Strategic Planning.

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