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 won the first place for the 2014 Global PlanPlus award for the America Region.  It is an annaul international financial plan competition that opens for all financial planners from all over the world. 

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.