Education & Certifications
MBA - Finance, Concordia University-Wisconsin
BA - Business Administration, Taylor University
Certified Behavioral Finance Analyst (CBFA) certification from the AGI Center for Behavioral Finance
Investment Adviser Representative License (Series 65)
Organization Involvement
National Association of Plan Advisors (NAPA)
Wisconsin Retirement Plan Professionals Ltd (WRPPL) – Past President
Taylor University Board of Trustees
Eastbrook Academy – Board Vice Chair
Consortium of Christian Study Centers – Board Member
Port Washington State Bank - Bank Director
Manuel Rosado
President/Partner
MBA
Manuel Rosado serves as President and Partner at Spectrum Investment Advisors. In his role, he is instrumental in setting the firm's strategic direction and overseeing its day-to-day operations. With a deep understanding of fiduciary standards and behavioral finance, Manuel has a proven track record of helping companies implement successful retirement programs. His expertise in applying these concepts to investment management enables him to deliver actionable solutions that drive positive outcomes for the firm and was selected as a 2024 Wisconsin Titan 100 – an award that recognizes Wisconsin’s Top 100 CEOs & C-level executives.
Industry Start Date:
1998
Spectrum Start Date:
2005
Fun Fact:
Manuel coached multiple youth sports including high school volleyball and enjoys travel, golf, pickleball, and the outdoors.
Personal Background
A native of Puerto Rico, Manuel is fluent in Spanish. He is active in his community in Mequon, WI, where he lives with his wife.
Embodying Spectrum’s Principles
One of the joys of leading the team is the ability to celebrate accomplishments and honor special occasions. Whether it is work anniversaries, weddings, new babies, or awards, we make it a priority to celebrate every milestone achieved by everyone in the team. It is a powerful way to bond with others, foster a sense of belonging, and ensure everyone feel appreciated.
Being an advisor is all about helping clients achieve their financial goals. But early on I learned that it was important for me to understand what drives them. I needed to know about their families and their values to be that trusted partner. Today, I consider many of my clients and business partners to be personal friends built on a foundation of trust and understanding.