• Firm: Advise Finance, LLC
  • Job Title: Certified Financial Planner
  • Certifications: CFP®, RICP®, CDFA®, and EA

Experience

Rose was born and raised in China, but educated in the U.S. Consequently, she enjoys the best of both worlds. She aims to incorporate that philosophy into her practice and provides her clients with the same privilege. Rose was the first American Certified Financial Planner™ practitioner who ever won the annual international financial plan competition twice (2014 & 2016), sponsored by the Global PlanPlus Award. Additionally, Rose has been frequently interviewed and quoted by major financial media sources, such as The Wall Street Journal, Kiplinger, Forbes, U.S. World News, Reuters, CNBC, Chicago Tribune, and InvestmentNews. You can see a clip of her interview with the local news station, WBIR, about teaching kids financial literacy.

Rose is passionate about promoting financial literacy. Her personal goal is to help Americans get their financial houses in order, one community at a time. At the present time, Rose is a SmartVestor Pro, a program funded by Dave Ramsey and the Ramsey Solutions organization to help you connect with investing professionals for assistance with retirement, college savings, and investments.

Disclaimer: Advise Finance is a marketing name for securities and advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. This communication is strictly intended for individuals residing in the states of TN, MD, and VA, where the RR is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Education

Rose received her BS in medical technology from Georgia State University and her MBA in financial planning from California Lutheran University.

Quote from Rose Swanger

“Advise Finance aims to promote financial literacy and provide customized solutions for your financial needs.”