Joseph Rosol, CFP®

Senior Vice President at Bel Air Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles, California, United States, US

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Bio

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Credentials

  • Certificated Financial Planner™ Certificant
    CFP Board
    Dec, 2015
    - Nov, 2024
  • Investment Adviser Representative
    -

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Vice President
      • Jan 2022 - Present

    • United States
    • Financial Services
      • 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

      • Jul 2016 - Mar 2018

      • 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

      • Feb 2012 - Feb 2016

      • Oct 2007 - Feb 2012

    • Office Manager
      • 2005 - 2007

Education

  • Bowling Green State University
    Bachelor of Science (BS), Environmental Science
    2000 - 2005
  • UCLA Extension
    Certificate in Personal Financial Planning

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