Alex Rosen

Alex Rosen

Financial Advisor

Alex spends the majority of his efforts helping individuals and businesses meet their financial goals in 6 key areas: retirement planning strategies, qualified plans, risk management, managed investment accounts, insurance protection and education planning. His focus is on helping clients gain a clear understanding of all of the investment options available to them, showing them how all of the pieces of their financial picture fit and work together, and most importantly, creating the most efficient path designed to lead them to their financial goals.

Alex graduated from Arizona State University’s W.P. Carey School of Business. When away from his practice, Alex enjoys tennis, travel, and spending time with family and friends.

California Insurance License #: 0L44261


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phocus Financial Strategies Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (480) 771-0068