Camille Rosen
Investment Management Consultant @Fidelity Investments
Signup · Get unlimited contacts
WORK HISTORY
Investment Management Consultant @Fidelity Investments
As an Investment Management Consultant, I advise clients on investment strategies to help them achieve their financial goals. Through the use of a comprehensive financial plan, I assess a client\'s financial situation, recommend investment opportunities, create investment plans, and monitor portfolio performance.
EDUCATION
Arizona State University
Bachelor’s Degree, Communication, General, 3.2
Glendale Community College
Associate’s Degree, Business/Commerce, General, 3.0
SKILLS
ABOUT CAMILLE ROSEN
I am a Certified Financial Planner® with over 10 years of experience working closely with high-net-worth individuals and families to help them build, protect, and manage their financial lives. I take a comprehensive, goals-based approach to financial planning, aligning investment strategies, tax considerations, retirement planning, and wealth transfer with each client’s unique vision for the future.What sets my work apart is a deep commitment to understanding not just the numbers, but the people behind them. By listening to clients’ goals, dreams, and aspirations, I help create thoughtful, personalized financial plans designed to provide clarity, confidence, and long-term security. My role is to be a trusted partner—helping clients navigate complexity and make informed decisions so they can focus on what matters most.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.