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Adria Rosebrock, CFP®,

Adria Rosebrock, CFP®,

Financial Associate

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location of Adria Rosebrock, CFP®,Columbus, Ohio, United States

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  • Timeline

  • About me

    Director of Wealth Management Operations & Training at Hamilton Capital

  • Education

    • The Defiance College

      2003 - 2007
      Bachelor of Arts (BA) Finance, Management, Economics

    • Georgetown University

      2011 - 2011
      Certificate in Financial Planning Financial Planning and Services

  • Experience

    • Thrivent Financial

      Aug 2007 - Jun 2014
      Financial Associate

    • Hamilton Capital

      Jun 2014 - now

      Hamilton Capital Management, Inc. (HCM) a fee-only investment and wealth management firm. I am a Certified Financial Planner® and a member of HCM’s Client Advisory Group.

      • Director of Wealth Management Operations & Training

        Jan 2021 - now

      • Manager of Advisor Training and Research

        Jun 2016 - Jan 2021

      • Financial Planning Coordinator

        Jun 2014 - Jun 2016

  • Licenses & Certifications

    • CAIA Fundamentals of Alternative Investments Certificate

      CAIA Association
      Sept 2021
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Jun 2012
      View certificate certificate