Jose Rosario

About Jose Rosario, MSFP, MBA, ChFC®, CLU®, RICP®, WMCP®, CPCU® (FL & GA)

I’m Jose Rosario, a State Farm Agent and licensed financial services professional serving policyholders, customers, and consumers across Florida and Georgia—from Miami, Tampa, Orlando, Jacksonville, and the Florida Panhandle to Atlanta, Savannah, Athens, Augusta, Macon, and Columbus. Since 2017, I’ve helped families and business owners build a clear, coordinated plan that connects wealth management, accumulation and decumulation phase, and the right insurance protection—so you can protect what you’ve built and move forward with confidence.

Wealth Management + Insurance, Built as One Plan

In today’s economy, strong results come from alignment: your investments, retirement income plan, and insurance should work together. My process is designed to help policyholders and customers:

• Grow and protect wealth with goal-based plan (wealth management in Florida and Georgia)

• Create durable retirement income-strategies (retirement phase, annuities, and income-planning)

• Protect your family with the right life-insurance (term, permanent, and legacy-focused options)

• Safeguard what you drive with strong auto insurance options across FL & GA

• Support entrepreneurs with business owners' insurance (BOP) and key coverages for modern businesses

Advanced Education & Professional Credentials

My approach is grounded in high-level training and continuous education:

• MS in Financial-Planning (MSFP) – University of Georgia

• MBA – Interamerican University of Puerto Rico

• BBA in Finance – University of Puerto Rico

• Professional designations: ChFC®, CLU®, CPCU®, WMCP®, RICP®

I’m also proud to serve as a University of Georgia Alumni Board Member.

Help for Florida–Georgia Relocations & Out-of-State Transfers

Many policyholders and consumers are relocating within the Southeast. I help make Florida–Georgia insurance transfers simple—reviewing coverage, limits, and compliance so your auto insurance, home insurance, umbrella insurance, and related policies stay optimized after a move.

Multilingual, Customer-First Service

My team and I serve customers and consumers in English, Spanish, and Portuguese, with a focus on clear guidance, responsive service, and long-term relationships. Outside the office, I’m a devoted family man and active volunteer supporting organizations such as St. Jude Hospital and Shriners Hospital.

If you’re looking for wealth management in FL or GA, life insurance, auto insurance, or business owners' insurance, I’d be honored to help you build a plan that protects today—and supports the legacy you want tomorrow.