Broker Check
310.399.1200
david@rosegreene.com
Account View

INTEGRITY — HONESTY — INDEPENDENT FINANCIAL ADVICE

Our singular focus is YOU.

Learn More

Are you retirement ready?

At Rose Greene Financial, we serve as your financial advisor and source of support. We are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Who We Are

Who We Are

Meet Our Team
What We Do

What We Do

What We Do
Why We Do It

Why We Do It

Learn About Us

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
Learn More

Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn More
Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
Learn More
Buying a Home

Buying a Home

A look at what you need to think about when buying a home.
Learn More
How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn More
What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More

Stay in the know! Sign up for The Rose Report.

Thank you!
Oops!

Ready to Contact Us?

Thank you!
Oops!