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Rose Greene, CFP®

Rose Greene Financial Services

2665 30th St
Ste 111
Santa Monica, CA 90405
Phone: (310) 399-1200
Fax: (310) 399-0911

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Household Income Minimum: $150,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.