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Andrew Rose, CFP®, CLU®, RICP®

Andrew Rose, CFP®, CLU®, RICP®

Financial Advisor

Andrew has served in the financial planning industry since 2007. He started his career after graduating from North Carolina State University with a Business Management Degree (B.A.) and a concentration in Finance. Andrew specializes in the areas of wealth accumulation, retirement distribution and employee benefit planning. He has earned the CERTIFIED FINANCIAL PLANNER™ certification.  As a native of North Carolina, he resides in Garner with his wife, Devon, and their chocolate lab, Lucy.