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714-919-4446
contact@apexwmg.com
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Orange County Office

1551 N Tustin Ave,

Suite 195
Santa Ana, CA 92705
Juan Carlos Rosario

Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNER®

Founder

(714) 919-4446

(714) 464-4382

jcrosario@apexwmg.com

Juan Carlos Rosario is the founder of Apex Wealth Management Group. He is a well-known CERTIFIED FINANCIAL PLANNER® practitioner who is experienced in areas such as retirement planning, portfolio allocation and management...

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Angela Rosario

Angela A. Rosario

Financial Advisor

(714) 919-4446

(714) 464-4382

angela@apexwmg.com

Angela A. Rosario is a financial advisor who specializes in helping individuals and families accumulate and protect their wealth through comprehensive investment, retirement, and estate planning strategies. As a result of her strong...

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Claudia Carvajal

Claudia Carvajal
CA Insurance Lic # 0G64412

Risk Management Consultant

(714) 919-4446

(714) 464-4382

Claudia Carvajal specializes in assisting clients protect their assets through customized strategies focused around insurance programs. Prior to entering the financial services industry in 2007, she worked in the Real Estate industry,...

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Karen Lopez

Karen Lopez

Administrative Assistant

714-919-4446

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We have a team of associates that help us with our business operations.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to meeting you!

We look forward to meeting you!