Check the background of this investment professional on FINRA's BrokerCheck.
Securities and advisory services are offered through Cetera Investment Services LLC (doing insurance business in CA as CFIS ASSET INSURANCE AGENCY LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either registered representatives who offer only brokerage services and receive transaction-based compensation (commissions), investment adviser representatives who offer only investment advisory services and receive fees based on assets, or both registered representatives and investment adviser representatives, who can offer both types of services.
Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Joshua D. Rose, AIF®, CRC®
Senior Financial Advisor
Experience & Licensing: 22 licensed as an advisor, 25 total in the Financial Services industry.
Address: 906 Blue Lakes Blvd N, Twin Falls, ID 83301, USA
Email: joshua.rose@ceterais.com
NMLS#:
Raised in Burley, Idaho, Joshua Rose has called Twin Falls home since 2002. His financial services career began more than two decades ago in banking, where he worked as both a teller and loan officer before becoming securities licensed in 2004.
Today, Josh brings more than 20 years of financial services experience to the clients and families he serves. While the financial side of his work is important, Josh believes that the foundation of his career has always been relationships. He takes pride in getting to know his clients, understanding what matters most to them, and building long-term relationships based on trust and communication.
Josh holds the Accredited Investment Fiduciary® (AIF®) Designation and the Certified Retirement Counselor® (CRC®) designation as part of his ongoing commitment to professional education and serving clients thoughtfully.
When he’s away from the office, Josh enjoys spending time with his family, playing basketball, water sports, as well as an avid sports card collector.
Josh is proud to call Southern Idaho home and values the opportunity to serve the individuals and families in the community where he has lived and built his career.
"PLAN. PREPARE. LIVE.
Plan for what matters.
Prepare for what you can’t predict.
Live the life you've worked hard to build."
Joshua D. Rose, AIF®, CRC®
Accreditations
Accredited Investment Fiduciary® (AIF®)
Certified Retirement Counselor® (CRC®)
Computer Science Degree (ITT)
Accounting Degree (College of Southern Idaho)
Expertise
Joshua possesses a strong understanding of Investment Management, Retirement Planning and Income Strategies, Risk Management, Asset Allocation and Portfolio Design.
Profile last updated: 02/20/2020
Magic Valley & Wood River
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