Steven A. Rose
Steven A. Rose graduated from The College of William and Mary in Williamsburg, VA in 1978, with a Bachelor of Science degree in Biology. He obtained his Master of Science in Financial Services degree in 2003 from the American College.
Steve and his wife Linda moved to the Harrisburg area, north of Hershey, PA, with their two children in 1994. They are now the proud grandparents of three.
Steve is a Certified Financial Planner with over 30 years experience in financial planning and money management. He has extensive experience in asset allocation, retirement and IRA rollover planning, estate transfer planning, life insurance and annuity analysis, tax-saving strategies, and asset preservation. He specializes in simplifying the retirement process, helping clients achieve reasonable rates of return while preserving principal.
Steve got started in the financial industry in 1985. In 2005 he formed the Rose Financial Group. His informational programs have been widely attended by retirees of local school districts and the Commonwealth of Pennsylvania, as well as major corporations such as AMP/TYCO, Hershey, and industries in the Carlisle, PA area. He has also been an invited speaker before various local groups.
Steve believes that each investor is unique and no single investment account is right for everyone. Steve is qualified and licensed to utilize virtually every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. In addition to being a Certified Financial Planner, Steve holds the Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living designations. His professional memberships include the Harrisburg Association of Insurance and Financial Advisors and the Financial Planning Association. He sat on the board of the Lutheran Camping Corporation of Central PA for 14 years, coached youth baseball and soccer for 12 years, was a Hershey Bears advisory board member, and is a current council member at his church.