Rose Greene Financial Careers in Santa Monica, CA

Rose Greene Financial Services is an independent and unique, entrepreneurial financial advisory practice. As an independent representative of LPL Financial, Rose Greene Financial Services provides unbiased investment advice. Her client base is highly diverse with a concentration in the baby boomer market, gay and lesbian community and entertainment industry. Her investment philosophy is rooted as much in strategies for managing downside risk as it is in building upside growth potential. Founded: 1986, more than 27 years collective experience Investment Philosophy Strategies strive for solid returns without taking unnecessary risk to achieve client goals While Rose Greene Financial Services does not try to time the market, the firm has adapted to the current market environment by adopting an active management style as opposed to traditional buy and hold. Products/Services Wealth management Financial and retirement planning Insurance services: life, health and LTC insurance Securiti