Rosell Wealth Management
Rosell Wealth Management is an independent financial planning practice founded in Bend, Oregon in 2001. We specialize in working with affluent investors who are at or near retirement.
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Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- EJ
Emma James
Wealth Coordinator · Finance & Accounting
EmailPhone - RA
Rodney A Cook
Partner Director of Financial Planning · Finance & Accounting
EmailPhone - BB
Breanna Billeter
Client Service & Operations Coordinator · Other
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Rosell Wealth Management
3 distinct titles indexed · top 3 shown.
- 1client service & operations coordinator
- 1partner director of financial planning
- 1wealth coordinator
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