Press

Rose Swanger, MBA, CFP(r), RICP(r) was frequently interviwed by national news media, such as WSJ, Kiplinger, and Investment News.  Here are just some samples for your interest.  In addition, Ms. Swanger became the first U.S.financial planner that won the annual international financial plan compeition in 2014, and again in 2016.

1. WSJ (The Downside of Custodial Accounts for College Savings. http://www.wsj.com/articles/the-downside-of-custodial-accounts-for-college-savings-1456931962)

2. WSJ (The Rewards of Active Listening for Financial Advisers,http://www.wsj.com/articles/the-rewards-of-active-listening-for-financial-advisers-1418831447 )

3. WSJ (Divorce and Money: Six Costly Mistakes, http://www.wsj.com/articles/money-and-divorce-six-major-mistakes-to-avoid-1431693937)

4. WSJ (How Advisers Help Clueless Clients, http://www.wsj.com/articles/how-advisers-help-clueless-clients-1434462212)

5. Kiplinger (The Rules of Retirement for Women, http://www.kiplinger.com/article/retirement/T047-C022-S001-the-rules-of-retirement-for-women.html)

6. Kiplinger (Best Ways for Kids to Invest Gift Money, http://www.kiplinger.com/article/investing/T065-C000-S002-best-ways-for-kids-to-invest-gift-money.html)

7. Investment News (What Advisors Love Most About Their Jobs, http://www.investmentnews.com/gallery/20150924/FREE/924009999/PH/what-advisers-love-most-about-their-jobs)

8. PlanPlus Announces 2014 Global Financial Planning Awards Winners  (http://www.planplus.com/us/announcing-the-2014-global-financial-planning-awards-winners/).  Here's the link of the criteria to enter the annual competition (http://gfpa.planplus.com/us/),

9. PlanPlus Announces 2016 Global Financial Planning Awards Winners (https://www.newswire.com/news/planplus-announces-2016-global-financial-planning-awards-winners-13852277). Custom Page ContentHere's the link of the criteria to enter the annual competition (http://gfpa.planplus.com/us/),

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.