Eric Rosel, CFP®, CIMA®

Eric Rosel is the Founder of Rosel Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. He works closely with high-net-worth individuals and families to deliver thoughtful, objective financial guidance rooted in real-world experience and long-term perspective.

Eric’s interest in investing began early. While attending the University of Michigan, where he played tight end for the Wolverines football team, he purchased his first rental property—sparking a lasting focus on real estate, disciplined investing, and balance-sheet management. That foundation continues to inform his approach today.

Following graduation, Eric returned to Oklahoma City to help lead a family-owned oilfield services business, where he played a key role in day-to-day operations and restructuring the company for a successful sale. He later transitioned into financial services, building his career at UBS Financial Services and Morgan Stanley before founding Rosel Wealth Management as an independent firm designed to better serve clients’ interests.

Eric brings firsthand experience across the full wealth lifecycle—from business ownership and liquidity events to investment strategy, estate planning coordination, and multigenerational decision-making. Clients value his practical insight, disciplined approach, and commitment to providing advice free from proprietary products or corporate pressure.

Outside of work, Eric is married to his high school sweetheart, an experienced aviator, and enjoys flying the Vans RV-8 aircraft he built alongside his father.