Jason Rosener, CFP®

Jason Rosener’s primary focus is in portfolio management and building client relationships at the Denver - Colorado Springs and Scottsdale - Paradise Valley offices of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. In addition to serving the needs of his clients, Jason oversees wealth management professionals at the respective offices.

With nearly 15 years of experience in the financial industry, he has extensive knowledge of investments and insurance, as well as estate and retirement planning. Prior to joining what is now Goldman Sachs Personal Finance Management, Jason served as an investment consultant with Charles Schwab, working closely with clients to develop comprehensive financial plans that included investment management and insurance planning.