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Meet the team

Mark W Rosema, Financial Advisor serving the Green Valley, AZ area - Ameriprise Advisors

Mark W Rosema

Financial Advisor
Affirm Wealth Advisors
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies

Education

  • BBA, Accounting, Grand Valley State University, Allendale, Michigan, 1986

Professional associations

  • Institute of Management Accountants (IMA)

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Prison Ministry, 10 years

Interests

  • Time with Family
  • Travel
  • Golf
  • Ministry