About Jeff Rose, CFP®
In my life I’ve had two distinctive careers: being a soldier and being a financial planner. Soldier of Finance is the fusion of these into a continued passion of mine to help people take control of their lives financially.
Having no direction when I graduated high school, it took a semester of dropping out of college and working in a dead end job to realize that my life sucked- and it was my fault!
Kick Me Please
Needing something to give me a kick in the butt, I joined the National Guard in 1997 as an infantryman. Reflecting back it was the best decision I made that gave my life a new sense of direction. By divine intervention, I made my way through junior college and stumbled onto Finance as my major. This ultimately led to me becoming a financial advisor as I landed my first real job with a brokerage firm in 2001 while I was still in college. At that point, I had already been a member of the National Guard for over four years. My career was growing at a rapid pace and I had the discipline and fortitude I had received from my military training to thank.
Deployed But Not Out
In January of 2005, 4 years into my career, I got the phone call of a lifetime when I learned my National Guard unit was called up to support Operation Iraqi Freedom. It was hard to believe that I was soon to transition from “weekend warrior” to combat veteran (a title that still humbles me today). Acquiring the rank of Staff Sergeant, I served as Squad Leader while conducting military police maneuvers in central Baghdad. Anticipating my return and having already read every John Grisham book ever published, I utilized the rest of my down time for studying and attaining the Chartered Retirement Planning CounselorSM designation. Due to countless prayers, I safely returned home March of 2006 to my loving wife and family.
I’m Back, Let’s Do This
After adjusting back to civilian life I resumed my career as a financial advisor and continued my education and dedication to the financial planning process by becoming a CERTIFIED FINANCIAL PLANNER™ professional. In my profession, the CFP® designation is something you don’t have to get but I wanted to prove to my clients and potential clients that I was serious about what I do. During my CFP® classes, my brokerage firm was bought out and it completely rocked my world. After some soul searching and a near horrific career choice, I opted to go the independent route and recently founded my own investment firm, Alliance Wealth Management, LLC. As my practice grew I started exploring different avenues to market myself and somewhere along the way I discovered what a blog really is and I was hooked! I named the blog Good Financial Cents and it became official — I was a blogger.
I became passionate by sharing as much of the real world knowledge that I had to help as many people make “good” financial decisions. As I loved it and still do, there was still a void.
The SOF Seed is Planted
Through a chance encounter with an executive producer from CNBC, I was given the hint of what my next journey was — to tie my military background with my financial planning skills into a personal finance survival guide.
Hence, Soldier of Finance was born. Not only do I want to educate you on how to make good financial decisions I want to give you the motivation to succeed with your finances and your life. Just as my drill sergeant’s made me dig deep within myself to overcome obstacle after obstacle, I will be that motivating force to you.
Are you ready to become a Soldier of Finance? It’s time to start the journey. Let’s begin with the Soldier of Finance Creed.