Rosen Wealth Management Group

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345 California St
San Francisco, CA 94104
+1 (415) 293-8677
https://us.rbcwealthmanagement.com

Rosen Wealth Management Group, led by Senior Vice President and Financial Advisor George Castrillon, specializes in developing long-term wealth plans for affluent families and business owners. The firm emphasizes a personalized approach, treating clients like family and focusing on a comprehensive examination of their financial situations to ensure their success over time.

Recognized as one of AdvisorHub's "Advisors to Watch" in 2023, Rosen Wealth Management Group offers bespoke strategies through RBC Echelon to help clients grow, preserve, and impact their wealth across generations. Their commitment is to assist clients in navigating their financial journey, ensuring that all aspects of their financial lives work in concert for lasting prosperity.

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