Meet Wise Bread's Financial Planning Expert, Jeff Rose, CFP!


What's going on, Wise Bread community? This is Jeff Rose, Certified Financial Planner and founder of The people at Wise Bread wanted me to do a quick introduction video because I am the new financial planning expert here to answer your questions. That's right. Wise Bread has its own resident CFP to help answer any financial planning questions that you have.

But before we get into that, let me give you a quick introduction of who I am.

I am a Certified Financial Planner. I have been in the financial service industry for over 10 years. That's right — a decade. (That's why I have a lot of gray hairs. I've got three kids, too, so that kind of helps out.)

I started my career with A.G. Edwards & Sons, which is no longer around. They were bought out by a big bank. I spun off from them and founded my own wealth management firm, Alliance Wealth Management, LLC, which is where I'm at today.

In case I look familiar, no, I'm not The Rock. My eyebrow does not go up. I do not do the people's elbow, whatever that is, although The Rock's kind of cool. No, I'm the founder of personal financial blog. I've done a few movements: the Roth IRA Movement, the Debt Movement, the Life Insurance Movement where I bust out some dance skills.

My mission has been to give people information they need to make smart decisions about their money. When I was growing up, I knew nothing about investing. I knew nothing about savings. And I literally stumbled into a profession of being a financial adviser. And thank goodness, because the learning experiences I've gotten meeting with real people and their real life struggles have really opened my eyes to what I need to do and to show other people how to make smart decisions with their money.

This September, I'm proud to announce I had my first book coming out called Soldier of Finance. This book shows people how to invest their money and take charge of their future. I see so many people who are making bad choices or just don't know what to do, and I want this book to inspire them. You have to want more and want your life to be different. So if you have the motivation and the willpower, I want to show you how to get there.

Some of my previous work has been featured on MSN Money, Yahoo Finance, Huffington Post, Wall Street Journal, and Market Watch, and even more importantly, Wise Bread. So I'm hoping to give it back to the Wise Bread community by answering any questions you have regarding financial planning.

Now, obviously, financial planning is a broad category, but I am here to answer anything related to that. This can include retirement, investing, college savings plans, life insurance — anything that has to do with money and your life, I'm here to answer it. And if I can't answer the question, I have a network of trusted experts that will be happy to answer the question for you. Basically, I've got your back.

So if you have any questions, just hit me up on the Wise Bread blog. We'll be happy to get that question answered in a future video and some potential Google hangouts. But if you need a quicker response, you can always hit me up on Twitter, Facebook, social media. I'm there, that's where I hang out.

I look forward to getting to know you all much better in the near future. Until next time, this is Jeff Rose, Certified Financial Planner. Take care.

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