The Rosamond Financial Groups is a full service financial planning and investment advisory firm specializing in total asset management. Whether you need investment planning, retirement forecasts, insurance evaluation, tax development plans, or education planning, we can help you travel the road and arrive in good condition. The Rosamond Financial Group is built on a solid foundation of exceptional customer service and in-depth market knowledge.
Simply put, we strive to be our client’s trusted advisor.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Preston is a native Texan who grew up on a working cattle ranch. His experiences taught him the value of hard work, market cycles, discipline, and a long-term approach to investing. After graduating from Angelo State University with a Bachelors in Business Administration Preston began working for a subsidiary of the Hearst Corporation in their yellow page advertising division. His love and passion for helping people led him to the financial services industry in 2000.
Preston currently holds series 63, 65 licenses as well as a Texas Insurance license.
The Rosamond Financial Group Wealth Management, LLC, is a Registered Investment Advisory Firm. Advisory services offered through The Rosamond Financial Group Wealth Management, LLC.
As an active member in the community, Preston has served on the board of the Highland Lakes Young Life and the Boys and Girls Club. He is active in his church and is a Paul Harris Fellow. Preston personally serves his clients with an individual touch and a sincere heart. His servant’s attitude is evident from the moment you meet him.
Preston has received numerous awards and accolades in the industry, beginning with rookie of the year to his achieving the success as one among the group of top advisors in 2007, placing him among an elite group out of 10,000 advisors. Additional awards include the Ascent Award and the President’s Club Award from Summit Brokerage Services. The inclusion of a wealth manager in the referenced awards are based on a criterion utilized by awarding organization which are not necessarily indicative of the wealth manager's future performance or success.
Preston is a committed husband and dedicated father. He has a passion for cooking and loves sharing his creations with friends and family. Whether he is on the lake with his children and two labs, Casper and Jet or fly-fishing, playing a round of golf, or downhill snow skiing, Preston enjoys being outdoors.