Charles Rose

Charles Rose

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Charles Rose

Director of Financial Planning, Senior Advisor

Charlie Rose advises individuals, business owners, and corporations on comprehensive investment and wealth preservation strategies.

Charlie also helps medical professionals and private medical practices with formulating detailed financial plans, as well as advises clients on implementing buy/sell partnership agreements, disability buyouts, pension formation, practice management, and other benefits programs. Previously, Charlie was an Executive Vice President of Karr Barth Associates, the Bala Cynwyd, Pennsylvania branch of this current broker-dealer, now Equitable Advisors, where he was named National Honor Associate, the company’s highest recognition of service, in 2009.

Active in community affairs, Charlie has served on the National and Philadelphia boards of trustees of the Wellness Community, an organization that provides psychological support to cancer patients; was past Chairman of the Board for the Cooper Hospital/University Medical Center Foundation; and was President of Woodcrest Country Club in Cherry Hill, NJ.    

Charlie graduated from Drexel University (B.S., Mathematics), and he earned an M.B.A. in Finance from Temple University.

California Insurance License Number 0D17413.