Chuck Rose, CIMA®, CFP®
Chuck is a wealth manager and investment committee member at Clarus Group. Chuck is dedicated to helping clients live their best and most authentic lives. His career began more than 18 years ago after earning his bachelor’s degree in corporate finance from William Paterson University of New Jersey. After college, Chuck joined New Jersey-based asset management firm Lord, Abbett & Co., LLC, and partnered with every part of the firm during his 15-year tenure in the roles of regional consultant, training coordinator, and associate director.
More recently, Chuck served for two years as a regional advisory consultant for National Planning Holdings covering the Mid-Atlantic region and was recognized with a leadership award for his positive impact within the first 12 months. Chuck and his team helped financial advisors build investment models, implement technology, and broaden advisory services.
Chuck has earned both the globally recognized CERTIFIED FINANCIAL PLANNER™ certification and CIMA® professional designation and has been an active member of the Investments & Wealth Institute since 2009. He earned FINRA Series 7, 24, and 66 securities registrations and is licensed to offer life and health insurance.
Whenever possible, Chuck enjoys spending time outdoors with his wife, Heidi; son Enzo; and two dogs Koda and Buddie.