A certified public accountant who runs a financial services firm based in Grand Junction has been appointed to a national committee formed to advance financial literacy in the United States.
Matt Rosenberg, president of RoseCap Financial Advisors, was selected by the American Institute of CPAs to serve on the National CPA Financial Literacy Commission.
The mission of the commission is to involve CPAs in promoting financial literacy and participating in personal finance education programs as well as recommend ways for state CPA societies, accounting firms and individual accountants to partner with organizations promoting financial literacy.
“Historically, the investment advisory profession has involved brokers selling high-commission products such as mutual funds, annuities and life insurance to clients at an informational disadvantage. Thankfully, that knowledge gap has narrowed as clients better understand fiduciary duties, and the conflicts of interest are more transparent in the advisory industry. However, just acting as a fiduciary isn’t enough,” Rosenberg said.
RoseCap Investment Advisors, LLC (“RoseCap”) is an SEC Registered Investment Advisor. Investments are not FDIC insured and involve the risk partial or complete loss of value. Before you invest, please consider your investment objectives and RoseCap’s fees and expenses. Past performance does not guarantee future results.
RoseCap chose to be an independent, fee-only, investment advisor because we believe this provides the best level of service for our clients. In addition to providing objective investment advice to our clients, we avoid selling high commission products such as life insurance and annuities to clients. Taking the role of a trusted advisor rather than a salesman is something that is very important to RoseCap, and should be very important to clients as well.