Jason Rosener, CFP®MANAGING DIRECTOR
With nearly 15 years of experience in the financial industry, Jason Rosener, a CERTIFIED FINANCIAL PLANNER™ professional, has extensive knowledge of investments, insurance, tax and estate and retirement planning. At United Capital, Jason focuses on portfolio management and client relationships. In addition to serving the needs of his clients, Jason also oversees his office's wealth management professionals. Prior to joining Capital Investment Counsel, now United Capital, he was an Investment Consultant with Charles Schwab, where he worked closely with his clients to develop comprehensive financial plans, including investment management and insurance planning.
A member of the U.S. Olympic Ski Team for eight years, Jason competed in the downhill in Nagano, Japan, in 1998 and the World Championships in Sestriere, Italy, in 1997. He is a four-time U.S. Junior National Champion and a World Junior Championships bronze medalist. Jason studied Finance at the University of Colorado and graduated from the College for Financial Planning as an Accredited Asset Management Specialist. He is a member of the Financial Planning Association (FPA) and holds a Colorado Insurance Producer’s license.