Financial Advisors · profile
First Command Financial Advisor - Matt Rose, ChFC®|RICP®|CFP®
Financial Advisors · Oceanside, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
02
Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| Fiduciary status | Only on listings | 0 | advisor.firstcommand.comSelf-published linkedin.comSelf-published social mapquest.comAggregated |
| Service delivery model | Self-claimed | 0 | advisor.firstcommand.comSelf-published |
2 facts·4 sources·0 contested·2 not confirmed
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What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category Financial Advisors advisor.firstcommand.comSelf-published
- Who they work with Military & veterans advisor.firstcommand.comSelf-published
- Who they work with military members and their families advisor.firstcommand.comSelf-published
- Who they work with Service members and their families advisor.firstcommand.comSelf-published
- Fiduciary status yes advisor.firstcommand.comSelf-published
- Professional certifications ChFC, RICP, CFP advisor.firstcommand.comSelf-published
- Registration Investment Advisor Representative (IAR) advisor.firstcommand.comSelf-published
- Service delivery model in_person advisor.firstcommand.comSelf-published
- Services Financial coaching advisor.firstcommand.comSelf-published
- Services Financial planning advisor.firstcommand.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
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Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
ChFC, RICP, CFP
2 citesRICP
2 cites
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- oceanside, caadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedmapquest.comAggregatedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedmapquest.comAggregated
- Established in
- 1958linkedin.comSelf-published socialadvisor.firstcommand.comSelf-published
- Years in practice
- Since November 2022 · Since May 2015 · Since March 2016mapquest.comAggregatedmapquest.comAggregatedyellowpages.comAggregated
- Registration
- Investment Advisor Representative (IAR)advisor.firstcommand.comSelf-published
- Professional certifications
- RICP · RICP, CMFA · ChFC, RICP, CFPyellowpages.comAggregatedmapquest.comAggregatedyellowpages.comAggregatedadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedmapquest.comAggregated
- Services
- Financial planning and banking · financial planning, banking, investments, insurance, retirement planning · Investment Advisory Service, Investments, Estate Planning, Probate, & Living Trusts · financial planningfirstcommand.comIndependent editorialmapquest.comAggregatedyellowpages.comAggregatedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-published
- Who they work with
- service members and their families · America's armed forces and military families · military families · military members and their familieslinkedin.comSelf-published socialmapquest.comAggregatedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedfirstcommand.comIndependent editoriallocalstack.comAggregatedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-published
- How they invest
- disciplined, long-term saving and investingmapquest.comAggregated
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Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families.
42881 Vía Alhama, Temecula, CA is the current address for Craig.
First Command's Financial Advisors in Oceanside, CA are committed to serving our Nation's military families in their pursuit of financial security.
Ashley understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.
First Command Financial Advisors proudly serve military members and their families in Oceanside, CA.
Nick Gilewitch joined First Command Financial Services as a Financial Advisor in March 2016
First Command Financial Advisor – Matt Rose
And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.
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Every source, every date
Where every fact comes from
We read 109 mentions across the web and boiled them down to 45 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
How we checked — what each label means·Verified matched its source·From page metadata read from the site's code
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Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Self-asserted
2 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: advisor.firstcommand.com
Self-asserted · unverified
Source: advisor.firstcommand.com
For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
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We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusOnly on a listing site Only on a listing site
- — How they're paidNothing public to confirm this Nothing public to confirm this
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
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How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Self-published social
Sources consulted
Profile · first-command-financial-advisor-matt-rose-chfc-ricp-cfp-57b19217a15e4784af6276cb1ffd818e
Category · Financial Advisors
Published by Authoria