Bruce F. Rosen

Managing Director – Investment Officer

555 California Street, Suite 2300 • San Francisco, CA 94104 Office: 415-288-4368 • Toll-free: 800-370-2621 bruce.f.rosen@wfadvisors.com • www.brucefrosen.wfadv.com

Bruce F. Rosen’s specialty resides in the sale and analysis of fixed-income investments. He has been an advocate for clients and their families to reach their current income needs while planning future income goals with an emphasis on municipal bonds and capital preservation strategies. 2015 – 2017 Five Star Wealth Manager.

2016 and 2015, respectively, 1,442 and 1,598 San Francisco wealth managers were considered for the award; 96 and 107 (7 percent of candidates) were named Five Star Wealth Managers.

Investment and insurance products:

NOT FDIC-Insured NO Bank Guarantee MAY Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. [CAR 1117-03062].