Jamie Rosas
CRPC®, BFA™
State(s) Licensed: AZ, CA Insurance Lic. #0M19110, CO, FL, NJ, NV, OR, UT
Languages Spoken: English, Spanish
8345 W Sunset Rd #230
Las Vegas, NV 89113
State(s) Licensed: AZ, CA Insurance Lic. #0M19110, CO, FL, NJ, NV, OR, UT
Languages Spoken: English, Spanish
Begin Building Your Goals on a Strong Foundation
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. Clients thrive on financial clarity and guidance experiencing greater peace of mind. I'll draw on my industry expertise and personal experiences to help you map out a clear path to a more secure financial future.
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.
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.
I conveniently work with clients via zoom and in person in Las Vegas, Nevada and the surrounding areas. I am also licensed and will gladly serve those residing in California, Utah, Colorado, Oregon, and Arizona via zoom.
Please complete the form below to start the process to helping you build a more secure financial future.
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Location
Las Vegas Office
- Phone:
- 725-227-6785