Ben  Rose,  CFP<sup>&reg;</sup> - Financial Advisor

Ben Rose, CFP®

Economopoulos Advisory Group

575 Market St., Suite 3900
San Francisco, CA 94105
(415) 235-8324

General

Ben Rose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Economopoulos Advisory Group in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Variable annuities

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Nontraditional Households

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Helpful Financial Planning Resources