Broker Check
David Rosell

David Rosell

Founder & Chief Prosperity Officer

As a recipient of the Certificate in Retirement Planning from the Wharton School of Business, David knows how to apply his years of training, education and professional success. He is the financial columnist for the Cascade Business News and has been featured in two of the financial industrys leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News & World Report and NPR. David holds the FINRA Series 7 and 66 registrations and Oregon Life, Health and Variable licenses.

David is also a sought-after speaker who has addressed international audiences including the Million Dollar Round Table®. His company, Rosell Wealth Management, was a select finalist in 2008 for the management of the $500,000,000 Oregon 529 College Fund. David has served as Chairman of the Board of the Bend Chamber of Commerce and is the Past President of the City Club of Central Oregon and Toastmasters of Bend.

In his free time, David enjoys skiing & snowboarding, mountain biking, stand-up paddle boarding, gardening and spending time with his two children.