Philip "Rose" Deserly, CFP®, is a dedicated financial advisor specializing in legacy planning. A graduate of UNR, Rose is passionate about helping individuals and families build lasting legacies that reflect their values and achieve their long-term financial goals. With a comprehensive approach, he crafts personalized strategies for wealth transfer, charitable giving, and estate planning, ensuring his clients' wishes are honored for generations to come. Rose is committed to providing insightful guidance and building trusting relationships based on integrity and understanding. Outside of finance, Rose brings the same dedication and planning to his personal pursuits; he has hiked the entire length of the Pacific Crest Trail!
💡 Fun Fact: I have hiked the entire length of the PCT.
