Stanton Roseman, CFP®, ChFC®

Stanton Roseman started in the financial services industry in 2001 and joined Merrill Lynch Wealth Management in 2021. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Mr. Roseman is a Certified Financial Planner™ (CFP®) certificant and holds the Chartered Financial Consultant® (ChFC®)
designation.

He is a graduate of the University of Notre Dame with a Master in Business Administration with an emphasis in Entrepreneurship. Additionally, he earned Bachelor of Science in Business Administration from Dixie State University in St. George, Utah. In his free time, Mr. Roseman enjoys taking pictures during his travels around the globe. Mr. Roseman is fluent in the Filipino dialect, Illongo, and has lived in four countries across three continents. He likes participating in recreational league softball. He is a native of the Great State of Utah and resides in Los Angeles.

He believes it is important that you take positive steps toward your financial future, and that means getting more than just investment advice. He takes the time to get to know you and your family, your financial situation and what matters most to you. When it comes to your success, there’s only one financial approach that really matter — yours.

To feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. As your life needs change, he will help make sure you’re on track and to adjust your approach as needed for the journey ahead. It’s important that you seek the advice of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you.