Michael Rosen, CRPC, CRPS

With over 30 years in the financial services industry, Michael brings seasoned insight, steady leadership, & a reputation built on trust. His approach to financial advising goes beyond managing money—it's about helping build enduring relationships grounded in honesty, integrity, and a genuine commitment to each client’s success. Throughout his distinguished career, Michael has consistently demonstrated excellent proficiency and dedication, earning recognition as one of Forbes Best-In-State Wealth Advisors from 2022 through 2025 and being named a Wells Fargo Advisors Platinum Council Advisor for years 2007-2025. These honors reflect his unwavering focus on delivering personalized, client-first financial strategies that evolve with each stage of life. As a Chartered Retirement Planning Counselor? (CRPC®) and Chartered Retirement Plan Specialist? (CRPS®), Michael offers specialized guidance in retirement planning, investment management strategies, wealth preservation, and tax-efficient strategies. Every financial plan begins with a deep understanding of each client’s goals, values, and unique circumstances—ensuring that the advice he provides is transparent, tailored, and designed strive to deliver lasting value. Beyond his professional achievements, Michael is deeply committed to giving back. He regularly volunteers his time and resources to local charities and educational initiatives, reflecting his belief in the power of community support. Family-focused both personally and professionally, he strives to build long-lasting relationships with clients, treating them as an extension of his own family. Wells Fargo does not provide legal or tax advice.