Broker Check

Rylan Rozell

MBA, CFP®, CDFA® 


Rylan Rozell is the founder of Rozell Wealth Management. He has a passion to help others holistically achieve their financial goals for every area and stage of life by maximizing their wealth, minimizing expenses and moving them toward financial freedom. He founded the company in December 2009 to provide impartial, product-agnostic, customized financial advice based upon a comprehensive planning approach that integrates all aspects of investment, insurance, tax, income and estate concerns into a coordinated plan. He places an emphasis on serving individuals going through a major transitional life event such as retirement, divorce, the death of a spouse or the selling of a business.

Rylan has his MBA, and the designations of CERTIFIED FINANCIAL PLANNERTM (CFP®) and is a Certified Divorce Financial Analyst® (CDFA®). He is qualified to provide financial planning for all types of life situations and particularly for those going through a divorce where legal, tax, property, other assets, and income must be considered in arriving at an equitable arrangement. He is also duly licensed in real estate and has owned and operated both real estate brokerage and property management firms. This gives him a unique understanding as an advisor because property assets are often a large part of a person’s financial portfolio.

Rylan is married with two daughters. He is an accomplished bass guitarist and has opened for several well-known Country and Christian recording artists. He also plays soccer and frequently competes in triathlons including IronMan events.

 

Ready to transition your financial life with purpose?

Call 661-347-1211 or click the button below to request your Now to Next Consultation today!

Learn more