Mark Rose, PPC^™

Mark Rose is a Managing Partner at Rockline Wealth Management. He began his financial career in 1983 with a vision of building a team with the depth of experience to support clients with all areas of their financial lives from investment management to multigenerational legacy planning.

For over three decades, Mark has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Mark has dedicated his career to delivering the personalized investment planning services his clients deserve. Being that Mark is a teacher by nature, he utilizes an education-oriented planning approach when working with clients.

Mark’s passion for helping people carries over to his outside interests. He was the President of the largest co-op in Suffolk County, New York, he has been a public educator for multiple organizations including: Northrup Grumman Corporation, GEICO, SUNY Farmingdale and NYU Langone Medical Center. He has also coached various youth sports including basketball, soccer, football and baseball.

Mark resides in Commack, New York with his wife of 27 years, Lisa. They have two children, Sara and Matthew, and they enjoy skiing, hiking and traveling in their free time.