A complete list of active advisors currently associated with Rose Pine Financial

Warmer can help you find a great advisor at Rose Pine Financial or one who fits your needs even better.

Rose Pine Financial provides wealth management and financial planning to individuals, high‑net‑worth clients, families, trusts, and small businesses. The firm offers discretionary portfolio management for individual accounts, standalone financial planning engagements, and may coordinate with third‑party professionals and insurance products through its licensed principal. The firm follows a goals‑based, asset‑allocation driven approach informed by modern portfolio theory and uses Schwab’s Model Market Center plus third‑party model portfolios to construct and customize client allocations. Portfolios may blend active and passive strategies, include socially responsible options on request, and are managed under discretionary authority with periodic client reviews. Compared with many peers in its regulator filing category, the firm highlights fixed‑fee standalone financial planning and includes financial planning at no additional charge for wealth management clients, which is an uncommon practice for similar firms. The principal is credentialed as a CFP® and ChFC® and is also a licensed insurance agent (with disclosures and conflict‑mitigation procedures disclosed in the brochure), and the firm does not provide private fund advisory services; the brochure also notes this is an initial filing with no reported regulatory assets under management.

To learn more about the advisors currently working at Rose Pine Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christine Wilson	Colorado Springs, CO	3

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