Tim Rosen is the founder and CEO of Financial Compass Investment Services, Inc., a Los Angeles -based investment advisor firm helping create wealth for investors throughout So. Cal. Tim’s success in business can be attributed to his unique talent for bringing together complex investing issues and solid, down-to-earth values that make sense to people on a gut level.
In just six short years as a financial planner, Tim was recognized as being in the top 1% of his peer group nationwide and has had many opportunities to mentor and train other planners on his approach to business and putting his client’s needs first. Although his clients were happy and successful, Tim knew there had to be a better way to help his clients grow their wealth in addition to the preservation solutions he’d been providing for them.
Tim’s first step toward improving the way he helped his clients, was to change the way he did business by becoming a fee-based money manager and establishing his own Registered Investment Advisor firm. This platform has allowed Tim to provide un-biased investment advice and enabled him to continue his quest for an investment approach that would not only get the job done, but provide the confidence and peace of mind that he thought his clients deserved.
Tim used his unique skill of combining complex subject matter into everyday application to begin coaching on Free Market Portfolio Theory. This investment approach is the compilation of academic principle into solid investment strategy that can be implemented by the everyday investor. Saving investors from the misguided advice of the media and Wall Street pundits has become Tim’s driving motivator.
He writes an investment newsletter, Tidbits from Tim, published quarterly, and has authored several articles on various financial topics.
Tim is the proud husband of Victoria and father to their two children. He is an avid golfer and singer.