Rose Greene, a life-long resident of Los Angeles, entered the financial services industry in the early 1980s. Fiercely independent, she founded her own firm, and focused 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.
Rose Greene is a Certified Financial Planner™ Practitioner and 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). In 2006, she was named one of the “Top Women Advisors” by Barron’s Magazine.*
* Based on assets under management, contributions to the firm’s revenue and profits and indications of service quality.