Cameron Rose

Born and raised in California, Cameron Wayne Rose is a personal financial advisor based in Southern California in Coastal Orange County. Originally from the San Francisco Bay Area, Ultimately Cameron wound up graduating from Big Bear High School before settling in Orange County; as a graduate of Colorado Tech University with a Bachelor of Science in Finance, Cameron holds the series 7, series 66, and California Life & Health Insurance Licenses, and acts as a fiduciary in his financial planning business. Cameron provides retirement planning and wealth management for individuals, retirement benefit planning for businesses (including 401k plans), and investment management services for non-profit organizations throughout the United States. As a registered fiduciary, Cameron is obligated to always put his client's best interest first. Married to his wife Laura for nearly 18 years, they enjoy travel, the outdoors, and renovating homes together. Before pursuing a life long passion for financial markets and becoming a financial advisor, Cameron spent decades as a project manager and process systems contractor in the food, beverage, and pharmaceutical industries.

As a financial advisor and wealth manager, Cameron has been able to pursue his passion & desire to help individuals and businesses plan and achieve their financial management and long-term retirement & legacy planning goals. Cameron's early working years helps him to relate to his clients, having been in those same shoes, having to have built his retirement and long-term financial plans, and understanding first-hand how complex it is to navigate all the elements and sometimes not knowing where to turn. Cameron's holistic approach to retirement and wealth planning is unique, and he helps his clients by meeting them wherever they are financially, helping first to organize, then to build and finally to protect their assets so they cannot only fund their lives and securely retire while creating the possibility for generational wealth and financial legacies. Cameron takes pride in helping his clients plan and achieve their long-term financial goals, which fuels him daily.