Broker Check
Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNER TM

Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNER TM

Founder & President

Juan Carlos Rosario is the founder and president of Apex Financial Services Group. He is a well-known CERTIFIED FINANCIAL PLANNER TM  practitioner, who is experienced in areas such as retirement planning, portfolio allocation and management, tax reduction strategies, wealth accumulation strategies, risk management and estate planning. He also works with professionals who are going through an employment transition due to a career change, or simply a life-changing event. Through the years, he has conducted seminars and workshops for many organizations and Fortune 500 companies. He has also contributed to and has been published in Forbes.com, covering various financial topics. He also gives back to the industry by mentoring and educating other professionals. Juan Carlos commitment to his clients, strong values and ethical standard have made him a sought-after and trusted advisor within the financial services industry. Juan Carlos holds a B.A. in Business Administration. In addition, he has completed a two-year post-graduate program that emphasized the development of character, work ethics, leadership, moral responsibility and public speaking. He currently holds a Series 7 and 66 securities licenses as well as Life and Health licenses. He is also a member of the Forbes Finance Council, an invitation-only organization for top executives in financial Services.

In his free time, Juan Carlos enjoys giving back to the community by volunteering his time to give talks to young people. As a result of his involvement in the community, he has been invited as a guest speaker to different parts of the United States, Puerto Rico, the Philippines, Taiwan, as well as Central and South America. Juan Carlos is also an accomplished musician and athlete.

Currently, Juan Carlos is licensed in and works with clients in the states of California, Arizona, Florida, Idaho, Massachusetts, Ohio, Texas, Nevada, North Carolina and Washington.

                 

 

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.