About

Strategic Financial Group

Meet Our Founder
James Rosebrough

James Rosebrough, President & CEO

James Rosebrough is president and CEO of Strategic Financial Group. My objective is to provide sound financial advice to those seeking to purchase investments and buy insurance services or real estate. To speak with me, please click here or call the number provided.

EXPERIENCE:

Strategic Financial Group
Charles Schwab
In the insurance industry since 2001
Financial advisor since 2002
Managed multiple branches for banks
Managed over $40 million in assets
2 years with Edward Jones Investments
4 years with Liberty Investment Services
2 years with National City Investments
1 year with Credit Union Financial Network
1 year with LPL Financial
1 year with Securities America

REGISTRATIONS & LICENSES:

Arizona Real Estate License
Series 63 (Uniform Securities Agent State Law)
Series 65 (Uniform Investment Adviser)
Arizona Life and Health Insurance Licensed
Arizona Property and Casualty Licensed

EDUCATION:

CTS – Certified Tax Specialist
CIS – Certified Income Specialist
CAS – Certified Annuity Specialist
CES – Certified Estate & Trust Specialist
CFS – Certified Fund Specialist
MSFS – Masters in Financial Services