Samuel Rosen

Samuel D Rosen

Financial Advisor

  • ChFC®
  • CFP®
  • RICP®
FINRA BrokerCheck
5255 Edgewood Dr Ste 350,
Provo, UT 84604
801-805-2374 Visit my website

About my practice

I specialize in working with driven, successful professionals looking for financial education and a comprehensive plan. I work with my clients to create a long-term financial game plan that helps to manage wealth, mitigate risk, and keep tax efficiency in mind. My goal is to reduce financial stress so you can focus on what matters most to you.

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