Juan Luis Rosas III, CFP®

Financial Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me. 

 

Education and Continued Growth

Juan Rosas earned his Bachelor of Business Administration in Finance degree from Texas A&M University in College Station, TX. Continuing to deliver on his commitment to help his clients achieve financial security, Juan has also earned his Certified Financial PlannerTM (CFP®) designation.

 

Certified Financial PlannerTM (CFP®)
The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Years of Experience

Representing Northwestern Mutual since 2007.

Education

Degree Major Institution
Bachelor of Business Administration Finance Texas A&M University
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck