Angela A. Rosario is a Financial Advisor who specializes in helping individuals and families pursue their financial goals through comprehensive investment, retirement, tax, and estate planning strategies.
As a result of her strong ethical background and personal commitment to her clients, she has been able to develop many relationships with clients and different organizations within the community. She has conducted seminars and educational workshops for a variety of organizations and fortune 500 companies within the community.
She holds a B.S. in Business Administration and Finance and currently holds the Series 7 and Series 66 securities registrations, as well as a Life and Health insurance license. She is currently pursuing the CFP® (Certified Financial Planner) certification.
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.
Angela Rosario does not provide legal or tax advice. Clients should consult their legal and tax professionals regarding their individual circumstances.