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Blake Rose, CFP ®

Blake Rose, CFP ®


Blake Rose, CFP® has been in the financial planning business for over 22 years. He has a BA degree in finance from California State  University Fullerton. Blake received his Certified Financial Planner® designation in 2004. Through education and experience Blake has gained expertise in the areas of retirement planning, education funding, life insurance planning, disability income planning, estate planning, long term care planning, and employee benefits.

Blake worked for Equitable, one of the largest financial services firms in the world, for a total of seven years. Since then, Blake as been and independent financial advisor and so can give truly unbiased advice.

Blakes hobbies are surfing, music, and working out. Blake is single and has no children, only a cat named Carmen, so he can focus his attention on your financial planning needs. ;)