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Spencer Rose

Spencer Rose

Retirement Plan Consultant
Retirement Planning

Spencer Rose joined Christensen Group in 2014 as a member of the business insurance department. In September 2015, he was promoted to a role with the Retirement Plans team, where he continues to work today. His core areas of focus are:

  • Retirement Planning Education and Advice
  • Portfolio Construction
  • Investment Due-Diligence
  • Macroeconomic Research

Spencer graduated from the University of Wisconsin-Eau Claire with a B.B.A. in Economics and Actuarial Science. He holds his Series 6, 7, 63 & 65 licenses, and holds the Certified Investment Management Analyst® (CIMA®) certification as well as the Qualified 401(k) Administrator (QKA®) credential. He is also a licensed property & casualty, and life & health producer.

Outside of work, Spencer enjoys traveling, reading, and spending summer days at the lake with his wife.

View Spencer’s Form ADV 2B

srose@cgfinancial.com
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952-653-1047
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What it's like working with Christensen Group.

  • 1

    Industry experts

    Through intentional recruitment of leading industry talent we’ve built and retained a growing bench of specialists who will be with you throughout the life of your account.

  • 2

    Creative solutions

    As an independent organization, everyone on our team has the power to get creative in order to do right by our clients.

  • 3

    Empathetic service

    The employee owners who service your account are closely attuned to your challenges and are always ready to address them as carefully as they would their own.

  • 4

    Collaborative by design

    Everyone on our team works together to support your account, so you get access to fresh ideas, decades of expertise and knowledgeable service at the ready.

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Ask Me About...

When searching for insurance, you need someone who understands the path you're walking. Someone who knows where the rakes are... and how to avoid them. While Spencer has a wide range of knowledge, here are a few areas of specialty.

Corporate Retirement solutions

Armed with a proprietary scoring system and sweeping industry knowledge, our team designs solutions you need to attract and retain talent.
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Financial Wellness

Ongoing education for your workforce to ensure they have the resources to plan for a successful retirement.
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Individual Retirement solutions

Personalized solutions to help make the transition into retirement as smooth as possible so you have time to enjoy the things you love.
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Not your everyday
insurance company.

Sometimes, a secure tomorrow requires a bit of imagination. Over the better part of a century, we’ve learned where to get to creative and where to play the numbers. Our independence allows us to leverage this specialized knowledge to get ahead of your risks and plan for the future you envision. Once we understand the nuances of your story we can bend the ear of our carriers to design and refine a solution that will deliver for you, your business, and the employees who make your success possible.

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