portrait of David Rosulek
FINANCIAL ADVISOR

David Rosulek

CFP®, ChFC®, AAMS™
1701 Brooks St, Missoula, MT 59801opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Special Needs Financial Considerations

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Running
  • Fishing
  • Hiking
  • Camping
  • Reading

Team Members

  • Angela Dellinger
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(406) 728-5669

Fax

(877) 865-0951

Office Address

1701 Brooks St
Missoula, MT 59801opens in a new window

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