Christopher Rosa

Christopher Rosa - Financial Professional

Chris Rosa has been consulting and advising at Capstone Financial Services, LLC since June of 2010 following his graduation from Colorado State University. He follows the company's mission of helping his clients accomplish their unique financial goals through professional excellence, integrity and open communication. Chris makes sure to put an emphasis on education throughout the advising process, making it easier for clients to understand their personal finances.

Chris is licensed as a General Securities Representative (Series 7), Investment Advisor Representative (Series 66), as well as a Life, Accident, and Health insurance agent. He specializes in planning using managed accounts, mutual funds, stocks, bonds, alternative investments, annuities, as well as life and disability insurance to assist clients in accomplishing their goals. In addition, he works extensively with tax planning and preparation to tie that aspect of each client's situation into their overall financial plan.  

Chris graduated from Colorado State University in 2010, with a bachelor's degree in Economics and a minor in Business Administration. He also played 3 years of collegiate lacrosse for the University as starting defensemen. He is a native of Colorado, born and raised north of Denver in Arvada, Colorado. In his free time, he enjoys spending time with his wife, two kids, family and friends, participating in outdoor activities, and playing and watching all types of sports.