Cisco Rosales

My philosophy is simple… Help people make good decisions. As a fiduciary, it’s simple: always put your clients’ best interests at the heart of any decision. I understand the trust that our clients put into me as their Investment Advisor and I take that responsibility very seriously. I focus my practice on individual investors who are serious about developing a workable financial strategy with a tax planning focus.

Prior to founding Rosales Wealth Management, I was a Financial Advisor at Merrill Lynch and Edward Jones. After several years, I felt that there were ways to improve the level of service and investment advice I could give my clients, especially around tax planning. I started Rosales Wealth Management to put all the ideas I had for what modern wealth management should be into practice. Putting clients first is non-negotiable.  My fiduciary responsibility is vital to the success of our clients.

I enjoy woodworking, playing chess, cooking and spending time with my incredible wife Amy and two amazing children. I currently live in the Green Bay area where I am also heavily involved in the local community, having served on several non-profit boards and the village planning commission.