500 N State College Blvd,
Welcome to Apex Financial Services Group! In today's complex world and often changing financial landscape, the experience, clear vision, and objective advice of a qualified advisor can help you reach your goals. We understand and believe that every single one of our clients is extremely important, and we strive to develop client relationships that will last for generations. Our goal is to make sure you feel you have found a home, and that our long-term commitment to you can help you make your goals a reality.
We work under a fiduciary standard and as such we put our clients best interest first at all times. We offer a wide range of Financial and Investment services for individuals, families and different organizations. We have offices in San Francisco and Southern California, and currently serve clients in Central United States and the East Coast.
We believe that the foundation of a strong and long-standing relationship is having a clear understanding of our client's financial situation, goals and objectives, in every stage of their lives, as well as having clear communication, transparency, exceptional service, commitment and honesty.
We believe, that in light of all circumstances, we would recommend the same course of action, or provide the service which, had we been in the same situation, would have applied to ourselves.
Please contact us for a complimentary review, with any questions, or to simply get to know us a little better.
We look forward to hearing from you!
Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNERTMFounder & President
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.