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. Michael believes these honors reflect his unwavering focus on delivering personalized, client-first financial strategies that evolve with each stage of life. Michael has also been a Platinum Council member for years 2007-2026. 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.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com)

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com)

Wells Fargo Advisors does not provide legal or tax advice.

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*2007-2023 - The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. 2024-2026 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. 2026: Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350, Sapphire – Next 500, Pearl – Next 500.