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West Caldwell, NJ


 
 

Chuck Rose, CIMA®

Wealth Advisor
Fourth Avenue Financial
Email: chuck@fourthavenuefinancial.com
175 Fairfield Avenue, Suite C/D
West Caldwell, New Jersey 07006
Phone: 973-218-5800

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Chuck Rose is a Wealth Advisor and Investment Committee member at Fourth Avenue Financial. His career began over 17 years ago after earning his bachelor’s degree in Corporate Finance from William Paterson University of New Jersey. After college Chuck joined asset management firm Lord, Abbett & Co., LLC and partnered with every part of the firm during his 15-year tenure in the roles of Regional Consultant, Training Coordinator, and Associate Director.

More recently, Chuck served for two years as a Regional Advisory Consultant for National Planning Holdings covering the Mid-Atlantic Region and was recognized with a leadership award for his positive impact within the first twelve months. Chuck and his team helped financial advisors build investment models, implement technology and broaden advisory services.

Chuck earned the globally recognized CIMA® professional designation and has been an active member of the Investments & Wealth Institute since 2009. His securities registrations include FINRA Series 7, Series 66, Series 24 and Chuck is also Life Insurance and Health Insurance approved.

Whenever possible, Chuck enjoys spending time outdoors with his wife Heidi, son Enzo and two dogs Koda and Buddie.

At Fourth Avenue Financial, we believe our teamwork-based approach adds a broader perspective to all we do and provides increased benefits to our clients. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.