Thomas J. Rose,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Rose, CFP®

Rose and Associates Financial Services

557 Carlisle Ct.
Glen Ellyn, IL 60137
(630) 915-6290


Thomas Rose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rose and Associates Financial Services in Glen Ellyn, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 53, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources