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Rose Greene Financial Services
2665 30th Street
Suite#111
Santa Monica, CA 90405
Phone: (310) 399-1200
Fax: (310) 399-0911
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Household Income Minimum: $150,000 Investable Asset Minimum: $50,000
Rose Greene, CFP®, a Los Angeles Financial Planner, has spent more than two decades providing comprehensive wealth management services across a spectrum of clients. More individuals now recognize a need for financial planning and other financial services. Come to Rose, you will not find another more honest and dedicated Financial Planner in Los Angeles. Our principal focus is client service and providing straightforward, unbiased financial advice. While some advisers push their company’s own investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals. Whether you are interested in investment advice, planning for retirement,life insurance, estate planning, or if you have a 401k to roll over, Rose and members of our ensemble practice stand ready to help you.The financial world can be intimidating; don’t face it alone!
Rose Greene, CFP®, a Los Angeles Financial Planner, has spent more than two decades providing comprehensive wealth management services across a spectrum of clients.
More individuals now recognize a need for financial planning and other financial services. Come to Rose, you will not find another more honest and dedicated Financial Planner in Los Angeles.
Our principal focus is client service and providing straightforward, unbiased financial advice. While some advisers push their company’s own investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals.
Whether you are interested in investment advice, planning for retirement,life insurance, estate planning, or if you have a 401k to roll over, Rose and members of our ensemble practice stand ready to help you.The financial world can be intimidating; don’t face it alone!
Rose Greene is a Certified Financial Planner ® in Los Angeles holds securities registrations 7, 63, 65 and 24 through LPL Financial, as well as a California Life and Health Insurance License (CA Insurance Lic. #0690429). She is a Registered Principal with LPL Financial. Rose has also served as the Vice-President of the International Association of Financial Planning (IAFP). A life-long resident of Los Angeles, Rose entered the financial services industry in the early 1980s. Fiercely independent, she founded her own firm, Rose Greene Financial Services, which focuses on personalized customer service. Rose works with clients from all walks of life, helping them to improve their lives and follow their dreams. Her message is a simple, but valuable one: with time and disciplined investment, people can work toward financial security. Wall Street firms, banks, and trust companies experience frequent personnel and strategy changes. If you invest with such firms, or seek their advice, you can find yourself explaining your financial history over and over again - to advisors who don’t know you and may not be around next year. Rose, by contrast, has been in business for more than two decades. She has seen her clients and their portfolios through six bear markets (and all the bull markets in between). She will be there for you, providing unbiased advice, through the good times and the bad. "Honesty, Integrity, and Unbiased Financial Advice™”
Rose Greene is a Certified Financial Planner ® in Los Angeles holds securities registrations 7, 63, 65 and 24 through LPL Financial, as well as a California Life and Health Insurance License (CA Insurance Lic. #0690429). She is a Registered Principal with LPL Financial. Rose has also served as the Vice-President of the International Association of Financial Planning (IAFP).
A life-long resident of Los Angeles, Rose entered the financial services industry in the early 1980s. Fiercely independent, she founded her own firm, Rose Greene Financial Services, which focuses on personalized customer service. Rose works with clients from all walks of life, helping them to improve their lives and follow their dreams. Her message is a simple, but valuable one: with time and disciplined investment, people can work toward financial security.
Wall Street firms, banks, and trust companies experience frequent personnel and strategy changes. If you invest with such firms, or seek their advice, you can find yourself explaining your financial history over and over again - to advisors who don’t know you and may not be around next year.
Rose, by contrast, has been in business for more than two decades. She has seen her clients and their portfolios through six bear markets (and all the bull markets in between). She will be there for you, providing unbiased advice, through the good times and the bad.
"Honesty, Integrity, and Unbiased Financial Advice™”
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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