Jose Rosario

I’m Jose Rosario, MSFP, MBA, ChFC®, CPCU®, CLU®, WMCP®, RICP®, 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 individuals, families, and business owners explore coordinated approaches that connect financial services and insurance coverages—so you can protect what you’ve built and move forward with confidence.

In today’s economy, expected results come from alignment. Your retirement income choices and insurance coverages should work together as one. My process is designed to help policyholders and customers:

• Explore financial services options that support goal-based decisions in Florida and Georgia

• Discuss retirement income considerations across different life stages, including annuity options where appropriate

• Review life (term and permanent) insurance coverage choices

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

• Support entrepreneurs with Business Owners’ Insurance (BOP) and other key business coverages

My approach is grounded in advanced education and ongoing professional development. I hold the following degrees and professional credentials:

• MSFP – Master of Science in Financial_Planning from the University of Georgia

• MBA – Master of Business Administration from the Interamerican University of Puerto Rico

• BBA in Finance – Bachelor of Business Administration in Finance from the University of Puerto Rico

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

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

Many policyholders and consumers relocate within the Southeast, and I help make Florida–Georgia insurance transfers simple by reviewing your current coverages and explaining available options so your auto, home, umbrella, and related policies remain aligned after a move. My team and I serve customers and consumers in English, and Spanish, with a strong focus on clarity, responsiveness, 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 insurance and financial services in FL or GA—including life, auto, or business owners’ insurance—I’d be honored to help you review options to protect what matters most today and prepare for the future.