Rose Greene, CFP® has spent more than two decades providing comprehensive wealth management services across a spectrum of clients. Named one of America’s Top Financial Advisers by
Barrons*, Rose and her team provide clients with independent investment advice. If you’re interested in financial planning, estate planning, life insurance or health insurance, or you have a 401k rollover, call us
at 310.399.1200.
*Based on assets under management, contributions to the firm's revenue and profits and indications of service quality.
*Based on assets under management, contributions to the firm's revenue and profits and indications of service quality.
Investments products and services available only to residents of : Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL),
Georgia (GA), Illinois (IL), Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), Nevada (NV), New Mexico (NM), New York (NY),
North Carolina (NC), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Texas (TX), Washington (WA), Washington (DC)
We are licensed to sell insurance products in the following states of: California (CA), Oregon (OR), Texas (TX)
I acknowledge that I am a resident of one of the states listed above.
Rose Greene: CA Insurance Lic#0690429
Helena Ruffin: CA Insurance Lic#0D96431
Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC
Georgia (GA), Illinois (IL), Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), Nevada (NV), New Mexico (NM), New York (NY),
North Carolina (NC), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Texas (TX), Washington (WA), Washington (DC)
We are licensed to sell insurance products in the following states of: California (CA), Oregon (OR), Texas (TX)
I acknowledge that I am a resident of one of the states listed above.
Rose Greene: CA Insurance Lic#0690429
Helena Ruffin: CA Insurance Lic#0D96431
Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC