Rose Greene was a life-long resident of Los Angeles and entered the financial services industry in the early 1980s. Fiercely independent, she founded her own firm, focused on personalized customer service. Rose worked with clients from all walks of life, helping them to improve their lives and follow their dreams. Her message was a simple, but valuable one: with time and disciplined investment, people can work toward financial security.
Wall Street firms, banks, and trust companies experience frequent personnel and strategy changes. If you invest with such firms, or seek their advice, you can find yourself explaining your financial history over and over again - to advisors who don’t know you and may not be around next year. Rose Greene Financial, by contrast, has been in business for over three decades seeing clients and their portfolios through six bear markets (and all the bull markets in between). She was always there for them, providing objective advice, through the good times and the bad.
Rose has also served as the Vice-President of the International Association of Financial Planning (IAFP). In 2006, she was invited to the “Top Women Advisors” Conference by Barron’s Magazine.*
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