Board Member Profile
Michael Rose, CPA
Michael W. Rose, CPA, is dedicated to offering tax-smart investing solutions for individuals. Michael understands the frustration of being misinformed about the tax implications of financial decisions, as many of his clients have experienced in the past. His mission is to ensure that clients can grow their wealth while minimizing tax burdens.
Michael graduated in August 1987 from Texas Southern University in Houston, Texas, with a Bachelor of Business Administration in Accounting. He holds a Certified Public Accountant certificate and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. He is NASD licensed in Series 6, 7, 63, and 65, and holds a Group 1 license, allowing him to sell life and health insurance. Additionally, as a Certified Senior Advisor (CSA), Michael is uniquely positioned to understand and address the needs of retiring Baby Boomers, providing them with comprehensive financial and insurance services.