Doug Rose
Doug Rose
CFP®
Financial Advisor
(937) 645-3616
19775 State Route 739
Marysville, OH 43040
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a financial advisor located at Honda Federal Credit Union, I have a strong history of working with credit union members, their family, and their friends. I have access to a wide variety of investment and insurance products. 

Specifically, we can make sure you have solid answers to these key questions: 
  • Is your retirement money invested properly? 
  • Will you have enough income in retirement? 
  • What should you do with an existing retirement plan from a previous employer? 
  • How will you pay for a child's or grandchild's education? 
  • Financially, what would happen to your family if you died? 
  • How will you pay for long-term care? 
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . .
  • Bachelor of Science in Business Administration from The Ohio State University.
Affiliations . . .
  • Worthington Estate Planning Council
Career Highlights . . . 
  • FINRA Registered
  • Life, Health and Annuity Licensed 
  • Over 30 years’ experience in helping people with their investments and financial planning.
  • Certified Financial Planner licensee
Personal . . .
  • Married (Terri). Two sons. 
  • Live in Powell, Ohio
  • Enjoy motorcycle riding and photography.  

Professional Services
  • Financial Planning
  • Tax-advantaged Investment Planning
  • Financial and Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Portfolio Management
  • Education Funding
  • Retirement Income Planning