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

Michael Rose, CFP®

Financial Advisor

Modera Wealth Management

535 Boylston St., Ste 300
Boston, MA 02116
FINANCIAL ADVISOR'S WEBSITE
(617) 247-0518 CONNECT WITH Michael
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General

Michael Rose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modera Wealth Management in Boston, MA and the surrounding communities.

Financial Advisor Overview

I provide comprehensive money management services to senior-level business executives. I help my clients manage and make effective decisions regarding a variety of financial matters unique to them, including employer stock options, deferred compensation plans, investment management, income tax minimization, and estate planning. I advise my clients on these issues within the context of a broader financial plan, which I develop collaboratively with my clients, in order to help them achieve their goals in an effective manner and to make informed decisions that are aligned with those goals.

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Financial Advisor Experience

I hold a Bachelor of Science in Finance and a Master of Science in Taxation. I have been practicing wealth management for 10 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Personal Taxes

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Helpful Financial Planning Resources