Joseph Rosol, CFP®
Senior Vice President at Bel Air Investment Advisors- Claim this Profile
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Bio
Credentials
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Certificated Financial Planner™ Certificant
CFP BoardDec, 2015- Nov, 2024 -
Investment Adviser Representative
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Experience
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Bel Air Investment Advisors LLC
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United States
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Investment Management
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1 - 100 Employee
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Senior Vice President
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Jan 2022 - Present
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Acacia Wealth Advisors, Hightower
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United States
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Financial Services
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Apr 2018 - Jan 2022
Hightower is a national, industry-leading wealth management firm offering a distinct model that blends objective wealth management advice with a robust technology and services platform. Our independent advisors’ dedication to transparency and comprehensive support sets us apart. Clients’ financial well-being and deeply-rooted trust is the foundation of our firm. Clients are the ultimate beneficiaries of our model, and they enjoy the confidence that comes from knowing their money is working for them. Show less
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Jul 2016 - Mar 2018
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Feb 2016 - Jul 2016
Acacia Wealth Advisors is an independent, multi-family office providing comprehensive investment consulting and financial planning services to entrepreneurs, business owners and their families. With a client-centric focus, we serve our clients as fiduciaries, putting their needs and interests first. Headquartered in Los Angeles, Acacia was founded by Meloni Hallock and Alev Lewis to provide trusted financial guidance and an excellent client service experience to exclusive, long-standing and highly-sophisticated clients. Show less
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Feb 2012 - Feb 2016
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Oct 2007 - Feb 2012
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Office Manager
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2005 - 2007
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Education
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Bowling Green State University
Bachelor of Science (BS), Environmental Science -
UCLA Extension
Certificate in Personal Financial Planning