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Andrew Rose, CFP®, CLU®, RICP®

Andrew Rose, CFP®, CLU®, RICP®

Financial Advisor

Andrew has served in the financial planning industry for over ten years. He started his career after graduating from NC State University with a Business Management Degree (B.S.) with a concentration in Finance. Andrew has earned the CERTIFIED FINANCIAL PLANNER™ certification and he specializes in the areas of  wealth accumulation, retirement distribution and employee benefit planning.

 

Professional Services

· Investment Planning

· Retirement Planning and Distribution

· Employee Benefits

· Business Planning

· Risk Management Planning

Professional Qualifications

· CERTIFIED FINANCIAL PLANNER™ (CFP®)

· Chartered Life Underwriter (CLU®)

· Retirement Income Certified Professional (RICP®)

· Series 6, 63 and 7 Licensed

· Life/Health/LTC Insurance Licensed

Personal

· Outdoor enthusiast, hunting, fishing and travel

· Enjoys playing golf

· Wolfpack  Athletics enthusiast

· Member of NAIFA®

· Member of  Garner United Methodist

· Board Member and Volunteer at Step Up Ministry

· Plays guitar and a fan of live music

 

Phone (919) 719-3853