Biography

Mrs. Rose Swanger was born in Beijing, China and is fluent in Mandarin Chinese.  She is educated in the U.S.  She obtained her B.S. degee in Medical Techology from Georgia State Univserity at Atlanta, GA, and her MBA in Financial Planning from California Lutheran University in Thousand Oaks, CA.

Rose is passionate about financial planning and follows the CFP Board 6-step process to make a financial plan for her clients. As the result, she is the only American CFP® practitioner who ever won the first place twice (2014 and 2016) for the Global PlanPlus award in the America Region and the first runner-up in 2017. Global PlanPlus sponsors the international financial plan competition that attracts financial planners worldwide to compete every year.

Besides the CFP® designation, Rose holds other designations and specializes in divorce planning (CDFA®), retirement income generating (RICP®), and tax planning (EA). 

Rose holds herself to a very high standard to conduct business:  Professionalism--she returns clients’ inquires within 24 hours., Knowledgeable--she keeps abreast with the latest industry news and regulations, Trustworthy --she puts clients' interest first, and Diligence--she offer both pros and cons on her recommendations.

Please feel free to reach out to her with your questions and inquiries.  She will either personally help you or direct you to the right source.  You can reach her at roseswanger@Advise-Finance.com.

 

About PlanPlus (http://www.planplus.com/):

The PlanPlus Global Financial Planning Awards were formed in 2013 to further establish financial planning as a recognized profession. They are doing this by bringing public and industry recognition to financial planners who are among the very best in their contribution to the profession.

The competitions that they hold are limited to professional financial planners who have a professional designation, and are a member of a professional association. Further, their work with a client must be solely based on what is in the best interests of the client.

Initially, the competition was restricted to three global regions – the Americas, Europe (includes Australia, New Zealand, and Russia) and Asia (includes the Middle East and Africa). The competition has been extended and they now hold National competitions in a number of countries. The winners from each National competition advance to compete in the Global Awards competition for their region. For example, the Canada Awards winners compete in the Global Awards Americas Region.