G. B. Bose, President & CEO

Washington Retirement Planning Specialists

G.B. Bose has over 17 years experience in the financial services industry. He holds a Master of Computer Science degree and a Master of Business Administration in Finance from The Wharton School of the University of Pennsylvania in Philadelphia. He completed his undergraduate degree in Mathematics from the University of Calcutta in India. He is listed with GLOBAL REGISTER'S WHO'S WHO, a prestigious registry of executives that can be found in the Library of Congress. G.B. holds the following Securities Registrations: 7, 24, 63 and 65. In addition, G.B. holds licenses for Life/Health/Disability Insurance.

G.B. worked as a senior executive for two of Wall Street's largest financial firms, and taught graduate students at Wharton. After years of success, G.B. decided to leave the proprietary environment to join one of the largest groups of independent professionals in the nation. He is frequently invited to public forums as a guest speaker on topics dealing with retirement and estate planning.

G.B. is the President & CEO for Washington Retirement Planning Specialists, located in Greater Washington, DC. He is also a Registered Representative with one of the nation's fastest growing independent broker/dealers, NEXT Financial Group, Inc. As a Registered Investment Advisory firm, NEXT specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.

In addition to his professional achievements, G.B. is an active member of his community. He has lived in the Washington DC area for over 17 years and enjoys donating time and financial gifts to various community projects and charitable events. His daughter, Maria, is a graduate of Stanford University and currently a Ph.D. student at the University of California, Irvine. His son, Julian, is a high-school graduate with a passion for soccer.

G.B.'s team is comprised of an excellent support staff with strong backgrounds in Finance, including, Kimberly Hawkins, Neil Cain, Glenn Karney and Andreea Lazar. As our client, your needs are always our first priority.

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Please visit us at:
4350 East-West Highway Suite 1025
Bethesda, MD 20814- 4410

Call Direct: (800) 536-5743; (240) 720-0084

Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. Washington Retirement Planning Specialists is not an affiliate of NEXT Financial Group, Inc.