Angela A. Rosario is a financial advisor who specializes in helping individuals and families accumulate and protect their wealth through comprehensive investment, retirement, tax, and estate planning strategies. As a result of her strong ethical background and strong personal commitment to her clients, she has been able to develop many strong relationships with clients and different organizations within the community. She has conducted seminars and workshops for many organizations and Fortune 500 companies throughout the years. She holds a B.S. in Business Administration and Finance and currently holds Series 7 and 66 securities licenses as well as her Life and Health license. She is currently working towards obtaining the CFP (Certified Financial Planner) designation. In addition to English, Angela is fluent in Spanish.
Currently, Angela is licensed in and works with clients in the states of California, Arizona, Connecticut, Florida, Massachusetts, Nevada and Ohio.