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
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