Chuck Rose, CIMA®

Wealth Advisor

Fourth Avenue Financial

175 Fairfield Avenue, Suite 4 C/D

West Caldwell, New Jersey 07006

This email address is being protected from spambots. You need JavaScript enabled to view it.

201-270-9874 

fourthavenuefinancial.com/west-caldwell-nj

Chuck is an independent financial advisor who provides investment management and financial planning to individuals, families and business owners. When you become a client, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

After graduating from William Paterson University of New Jersey, Chuck joined New Jersey based asset management firm Lord, Abbett & Co., LLC and partnered with every part of the firm during his 15-year tenure.

More recently, Chuck served for two years as a Regional Advisory Consultant for National Planning Holdings where Chuck and his team helped financial advisors across the Mid-Atlantic Region build investment models, implement technology and broaden advisory services.

Chuck enjoys spending most of his free time doing outdoor activities with his family and friends. Such as, day trips and enjoying time in Vermont.