CALDWELL, N.J., Feb. 23, 2019 /PRNewswire-PRWeb/ -- Clarus Group,
LLC is pleased to announce that Chuck
Rose has joined the firm as a Wealth Manager and member of
the firm's Investment Committee. Chuck brings a deep institutional
background to the firm, having spent 15 years at Jersey City-based Asset Management firm, Lord
Abbett & Co., LLC. While there, Chuck partnered with every
aspect of the firm in the roles of Regional Consultant, Training
Coordinator, and Associate Director. Following his tenure at Lord
Abbett, Chuck spent 2 years working with Financial Advisors at
National Planning Holdings, an independent broker/dealer, to
deliver better investment and service models.
Chuck graduated from William Paterson
University with a degree in Corporate Finance and earned the
globally recognized Certified Investment Management Analyst (CIMA®)
professional designation. He is an active member of the Investments
& Wealth Institute, has FINRA securities registrations Series
7, Series 66, Series 24 and has Life Insurance and Health Insurance
licenses. He is currently preparing to sit for the CERTIFIED
FINANCIAL PLANNER™ exam.
Chuck works with individuals and families to create customized
financial plans for retirement, college funding, and
inter-generational wealth transfer. He is a big advocate of
technology in the planning process, and frequently leverages tools
such as Morningstar, eMoney, Riskalyze and RightCapital to design
solutions for his client's unique needs.
"I have known Chuck for more than 10 years and have always been
impressed with his industry knowledge, personal integrity, and
passion for helping others. He will be a great addition to the
Clarus family," said Bryan Koslow,
President of Clarus Group.
Chuck resides in Verona, NJ
with his wife Heidi, son Enzo, and two dogs Koda and Buddie. Chuck
enjoys winter and summer mountain activities and is a motorcycle
enthusiast.
About Clarus Group
Clarus Group LLC is an integrated wealth management firm with
offices in Freehold, Pennington, and Caldwell, New Jersey, and in New York City. The firm provides financial
planning, asset management, insurance, and tax preparation services
to individuals and families. For more information, visit
http://www.clarusfinancial.com.
Securities and advisory services offered through Commonwealth
Financial Network®, Member FINRA/SIPC, a registered investment
advisor. Fixed insurance products and services are offered through
Clarus Group or CES Insurance Agency and are separate and unrelated
to Commonwealth.
SOURCE Clarus Group