Cima® Chuck Rose

Chuck Rose is a Wealth Manager at Clarus Group LLC, where he has been working since February 2019. He is also a member of the firm's Investment Committee. With over 20 years of experience in the financial services industry, Chuck has developed a strong background in wealth management, financial planning, and investment strategies.

Professional Qualifications

• Certifications: Chuck holds the Certified Financial Planner (CFP®) designation and is a Certified Investment Management Analyst (CIMA®). He has also obtained FINRA securities registrations, including Series 7, 24, and 66, and is licensed for life and health insurance in New Jersey.
• Education: He graduated from William Paterson University with a degree in Corporate Finance.

Career History

Prior to joining Clarus Group, Chuck worked at various firms:

• Granite Rose Wealth Alliance, LLC: Founder and Wealth Manager.
• Fourth Avenue Financial: Wealth Advisor from May 2018 to February 2019.
• National Planning Holdings: Regional Advisory Consultant from November 2015 to November 2017.
• Lord Abbett & Co. LLC: Held several roles over 15 years, including Associate Director and Senior Regional Consultant.

Personal Approach

Chuck focuses on creating customized financial plans that cater to retirement, college funding, and inter-generational wealth transfer. He emphasizes leveraging technology in the financial planning process to meet his clients' unique needs. Chuck is known for his integrity and dedication to helping families achieve their financial goals.12