Executive clients who need help navigating the ins and outs of their compensation, stock options, and fringe benefits know to turn to Rose, who’s been with VLP for more than 20 years. She specializes in working with busy executives, approaching retirement, who are comfortable openly sharing their financial and personal goals but need to manage lots of moving pieces.

Rose also works with individuals and families to provide financial confidence, guiding her clients through their financial options by creating well-designed financial plans and strategic investment strategies. This allows them to focus on what they enjoy most, not their finances! She also works with corporate clients to design and manage their company retirement plans and develop and deliver employee education.

VLP Financial Advisors is an independent, full-service wealth services firm, with over $1B+ in assets under management (as of 12/31/22), with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.