Juan Carlos Rosario, CERTIFIED FINANCIAL PLANNER^®

Juan Carlos Rosario is the founder of Apex Wealth Management Group and a CERTIFIED FINANCIAL PLANNER® practitioner with twenty-four years of experience. His extensive experience includes retirement planning, portfolio management, tax-efficient strategies, wealth accumulation, risk management, and estate planning. Throughout his career, he has led seminars and workshops for numerous organizations, including Fortune 500 companies, and his financial insights have been published on Forbes.com.

Juan Carlos serves his clients under a fiduciary standard, always placing their interests above his own. His principles, strong values, and ethical approach have earned him a reputation as a trusted advisor in the financial services industry. He holds a B.A. in Business Administration and has completed a two-year post-graduate program focused on leadership, ethics, character development, and public speaking. He maintains Series 7 and 66 registrations, along with Life and Health licenses, and is a member of the Forbes Finance Council, an invitation-only organization for top executives in the Financial Services industry.

Outside of his practice, Juan Carlos volunteers his time to speak to young people and support community initiatives. His experience as a guest speaker has taken him across the United States, Puerto Rico, the Philippines, Taiwan, and Central and South America.

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.