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Home > Financial Planner Directory > California > Santa Monica > Rose Greene, CFP®

Rose Greene, CFP®

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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

Combination Fee/Commission

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

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