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

Rose Swanger, CFP®

MBARICP®CDFA®EA

Principal of Advise Finance, LLC

Advise Finance, LLC

123 Center Park Dr, St 216
Knoxville, TN 37922
FINANCIAL ADVISOR'S WEBSITE
(865) 392-5426

General

Rose Swanger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advise Finance, LLC in Knoxville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RICP®, CDFA®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Insurance, Real Estate, Job Loss, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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