The Team

Rose Wealth Advisors
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Paul Rose

Paul Rose

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

Bachelor's in Economics at the University of Richmond, Richmond, Virginia

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Hunt Rose

Hunt Rose

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Education

Bachelor's in Finance at Temple University, Philadelphia, Pennsylvania

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Our Staff

Cindi Zubia

Client Service Manager