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Jamie Rosas
Business Name:
Trivent Financial
Business Description:
I am a financial advisor dedicated to helping individuals, families, and small businesses take action in building a brighter financial future one day at a time. by providing sound yet flexible financial guidance. I'll be there helping you accomplish the goals that matter most to you at every stage of life.
How Business Creates Value:
I assist my clients with goal clarity, savings strategies, tax efficiency, wealth management, investment advice, retirement income planning, guaranteed income solutions, establishing adequate protection for yourself and your family in the event of loss of income due to illness, injury or passing away, and long-term care options.
How Member Creates Value:
Together we will work towards what’s most important to you now and in the future. I will provide you with honest, sound advice with actionable steps and encouragement to get you on track and keep you there.

Skills

Credentials

  • TEAM Member since 2024
  • Finra Series 7
  • Finra Series 63
  • Finra Series 65
  • CRPC Designation
  • BFA

Interests

  • Yoga
  • Health & Wellness

Languages

  • English
  • Spanish