Welcome to Rozell Wealth Management
Planning for today and for what’s next
Complete Financial Planning
Transitional Wealth Specialists
Fiduciary Investment Advice
Step into your financial future with confidence
As a Bakersfield Financial Advisor, Rozell Wealth Management provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business in Bakersfield, CA.
Our goal is to always exceed your expectations, giving you superior and personable customer service predicated upon independent, objective, multi-dimensional investment and financial advice.
Wealth Management Made Simple
Whether you are thinking of the present or preparing for the future, we will help you through it.
Comprehensive Financial Planning
Transitional Wealth Planning
Divorce Financial Planning
Get Your Financial GPS
Your Asset-Map report visually organizes all your finances in a clear graphical layout allowing you to make confident financial decisions without the overwhelm.