Broker Check

Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNER TM

Founder & President

(714) 919-4446

(714) 919-4447

jcrosario@apexfsg.com

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...

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Angela A. Lopez

Financial Advisor

(714) 919-4446

(714) 919-4447

angela@apexfsg.com

Angela A. Lopez 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...

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Claudia Carvajal
CA Insurance Lic # 0G64412

Risk Management Consultant

(714) 919-4446

(714) 919-4447

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,...

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We have a team of associates that help us with our business operations.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

We look forward to meeting you!

We look forward to meeting you!

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