Calvin Roseberry

Calvin Roseberry

Calvin Roseberry, CHSA, CIMA
Retirement Plan Consultant

(727) 299-7226

Calvin Roseberry is a Retirement Plan Consultant representing Franklin Templeton in Northeast region. As a trusted business partner, he brings valuable perspective to financial advisors in the areas of practice management, asset allocation, portfolio construction and retirement solutions. Calvin supports financial advisors and their clients in their pursuit to reach their long-term investment goals.

He began his career in the financial services industry in 1998 and joined Franklin Templeton Investments in 2015. As an advisor to the advisor, Calvin is a resource for all of Franklin Templeton’s investment solutions, including mutual funds, Collective Investment Trusts (CITs), separately managed accounts, 529 plans and insurance products.

Calvin is a FINRA registered representative having a Series 7 and 63. He also holds the CIMA®, CRPS® and CHSA® designations. He earned a Masters in Business Administration at the University of Miami and currently resides in St. Pete, Florida with his wife and three children.