Platinum Peak Advisors, LLC
Paul Eric Rosen serves as a Manager and Financial Advisor at Platinum Peak Advisors, LLC, since September 2016, where comprehensive financial advisory services are provided to a diverse clientele including professionals and high net worth individuals. Additionally, Paul has been the President of Rosen Corporation since March 1994, focusing on business consulting and real estate investment. Previous experience includes financial advising at Matrix Financial and Rosen Financial Group, and a role as Managing Partner at New River Development Partners, contributing to residential condominium development. Paul also held the position of Vice President of Finance at Greiner Pacaud Management from 1988 to 1993. Paul holds an MBA in Accounting and Finance from York University and a B.A. in Sciences, Languages, and Philosophy from the University of Michigan, along with educational experience at The Johns Hopkins University.
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Platinum Peak Advisors, LLC
At Platinum Peak Advisors, we believe that successfully reaching financial independence requires thoughtful assistance and a professional plan that addresses not only the opportunities but also the risks that you may encounter. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. Platinum Peak Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of Valmark Securities, Valmark Advisers, or Platinum Peak Advisors, LLC and have not been approved prior to posting.