Jake Doser, CFP®, CPWA®

Jacob "Jake" Doser, CFP®, CPWA®, has spent his career helping people make wise, long-term decisions with their money, because he knows those decisions shape everything that comes next.

Having come from a broken home due to addiction, Jake wanted to make a difference in the lives of others — just as his grandparents had done for him. That impulse carried him through years as a pastor before he transitioned to financial planning as a new way to serve. Today, from his home in Rougemont, North Carolina, he brings that same pastoral care to clients navigating one of life's biggest transitions: retirement.

Since entering the financial services industry over a decade ago, Jake has focused on guiding clients toward retirement with clarity and confidence. He believes retirement isn't just a milestone — it's decades of life lived off the money you've worked hard to save. And that deserves more than guesswork. Without a plan, it's all hope. With the right plan, you can move forward knowing it works.

In 2026, Jake became a partner and Financial Advisor at Rosewood Wealth Management. Jake specializes in retirement planning, helping individuals step into a season of life that should feel secure, not stressful. He takes pride in simplifying complex financial decisions and building personalized strategies that allow clients to feel confident about their future.

As a Certified Private Wealth Advisor® professional, Jake works closely with high-net-worth individuals to navigate the challenges that come with greater wealth — from minimizing taxes and protecting assets to maximizing growth and planning for wealth transfer. His approach is thorough and tailored.

He holds his Series 66 license, along with Life & Health Insurance licenses and long-term care certifications. Jake earned bachelor's degrees in theology and business, and has most recently completed a master's degree in organizational leadership — with studies spanning seminary, university, and certification programs through Yale School of Management and Bryant University. He firmly believes in lifelong learning.