Steve Rose

CFP®, CFS, LPL Financial Advisor


Who is Steve Rose?

Steve believes in planning for the future by focusing on what is truly important in each of his client’s lives. Part of being an effective adviser is learning what motivates each client to achieve their goals. Growing up in northern Nevada and attending the University of Nevada Reno, Steve has been a product of the numerous opportunities the community has provided him. To give back, Steve has focused his efforts most recently on the Ronald McDonald House of Northern Nevada. He is the former President of the Board of Trustees and sat on the McCIP Investment Advisory Board overseeing the investment platform for every Ronald McDonald House in the world. When Steve isn’t hard at work for his clients , you can find him in the Sierra’s either wake boarding or snowboarding, traveling to concerts, or on the mats training in Brazilian Jiu Jitsu.


Steve takes great pride in helping his clients reach their financial goals. According to Steve, “there is no better feeling than being able to tell my clients we have achieved their goals and they can now retire comfortably, send their kids to college, buy their dream vacation home, sell their business, or create a legacy for their family.”


Providing financial guidance for his clients comes with the responsibility of always placing the well-being of Steve’s clients before his own in helping them reach their retirement, investment, estate plan, insurance plan, and college savings goals. He often reminds his clients that he works for them and not a company. As a CFP practitioner, Steve has taken an oath to provide comprehensive financial services to individuals and businesses with integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Life Pride/Accomplishments

Marrying his wife Tiffany and becoming a father have been Steve’s most proudest life accomplishments. Obtaining the CERTIFIED FINANCIAL PLANNER tm designation is one of Steve’s proudest business achievements.

Meet With Steve