Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNER TM
Founder & President
(714) 464-4382
Juan Carlos Rosario is the founder and president of Apex Financial Services Group. He is a well-known CERTIFIED FINANCIAL PLANNERTM practitioner who is experienced in areas such as retirement planning, portfolio allocation and management...
Angela A. Rosario
Financial Advisor
(714) 464-4382
Angela A. Rosario is a financial advisor who specializes in helping individuals and families accumulate and protect their wealth through comprehensive investment, retirement, and estate planning strategies. As a result of her strong...
Claudia Carvajal
CA Insurance Lic # 0G64412
Risk Management Consultant
(714) 464-4382
Claudia Carvajal specializes in assisting clients protect their assets through customized strategies focused around insurance programs. Prior to entering the financial services industry in 2007, she worked in the Real Estate industry,...
