Jason Rosener, CFP®

Jason Rosener assists clients with investments, insurance, estate and retirement planning in the Denver, Colorado Springs, Scottsdale and Tucson offices of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Jason’s daily responsibilities include supporting business development and client initiatives for the office’s wealth advisers in each area served while continuing to service the needs of new and existing client relationships.

Jason brings more than 20 years of experience in the financial services industry. Before joining what is now Goldman Sachs Personal Financial Management, Jason served as the President of Capital Investment Counsel (CIC), which managed client assets above $2B.

Rosener