Joe Rosol joined Acacia Wealth Advisors in 2007 and serves Acacia’s clientele in the areas of financial planning, asset allocation, and portfolio and investment strategies, including trade execution, asset transfers, and portfolio rebalancing. He has been working in the investment consulting industry for 10+ years.
Joe completed the Personal Financial Planning Certificate program though UCLA Extension and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2015. He received a Bachelor of Science in Environmental Science from Bowling Green State University in 2005.
Joe serves on the board of directors for the Financial Planning Association-Los Angeles chapter and is a member of the Hightower Field Professionals Council.