Broc Rosser, Financial Advisor

FINANCIAL ADVISOR
Broc Rosser

CFP®, CEPA®, CRPC™
6735 Conroy Rd Ste 326, Orlando, FL 32835opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Astronomy
  • Genealogy
  • Hiking
  • History and Museums
  • Skydiving

Team Members

  • Matthew Kern
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(407) 412-6476

Fax

(877) 512-8009

Office Address

6735 Conroy Rd Ste 326
Orlando, FL 32835opens in a new window

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