Rosecap Financial Advisors
RoseCap is an independent, fee-only, investment advisory firm. We provide portfolio management and financial planning services to individuals, families, and institutions. Additionally, we offer retirement plan solutions for businesses, such as 401(k) and 403(b) plans.
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AB
Andrew Burris
Planning Director · General Business & Management
EmailPhone - AS
Autumn Schultz
Client Services · Customer/Client Service
EmailPhone - SG
Sarah Graff
Advisor · Finance & Accounting
EmailPhone - MI
Madison Ingraham
Power Apps Developer · Information Technology
EmailPhone - MR
Matthew Rosenberg
President · General Business & Management
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Rosecap Financial Advisors
6 distinct titles indexed · top 6 shown.
- 2power apps developer
- 1administrativo de oficina
- 1advisor
- 1client services
- 1planning director
- 1president
Sign up to unlock all 7 contacts at Rosecap Financial Advisors
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Sign up to reveal 7 verified contacts at Rosecap Financial Advisors
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