Felix Rosado, Ricp®

Felix Rosado, Ricp® Email and Phone Number

Managing Director - MGR Wealth Management, LLC @ MGR Wealth Management
Felix Rosado, Ricp®'s Location
Boca Raton, Florida, United States, United States
Felix Rosado, Ricp®'s Contact Details

Felix Rosado, Ricp® work email

Felix Rosado, Ricp® personal email

Felix Rosado, Ricp® phone numbers

About Felix Rosado, Ricp®

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I work with clients to develop and implement strategies to build their wealth and realize their financial goals. I focus using a Planning Process that emphasizes Clarity, Confidence and Organization.Earlier in my career, I worked at Wells Fargo Bank, NA for 8 years in management and senior banking roles prior to joining Wells Fargo Advisors in 2015. I hold a Bachelor’s degree in Philosophy with a minor in Political Science from East Stroudsburg University. • Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.I have earned the RICP® Certification in 2021. This designation is awarded to those individuals who complete a course of study and successfully pass a series of proctored exams. RICP® designees must abide by a strict code of ethics. This information is intended for use by residents of AL, CA, CO, CT, DC, DE, FL, IL, MA, MD, MN, MO, NC, NJ, NY, PA, SC, TN, TX, and WI only. CA Insurance License # 4029088/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Felix Rosado, Ricp®'s Current Company Details
MGR Wealth Management

Mgr Wealth Management

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Managing Director - MGR Wealth Management, LLC
Felix Rosado, Ricp® Work Experience Details
  • Mgr Wealth Management
    Managing Director
    Mgr Wealth Management Apr 2024 - Present
    As a financial advisor I provide guidance to clients regarding their financial matters, including investments, insurance, retirement planning, and overall wealth management. I assess clients' financial situations, goals and risk tolerance to develop personalized plans. I have a strong focus on estate planning for my clients and sensitive to their individual tax situation.
  • Wells Fargo Advisors
    Financial Advisor, Vice President-Investments
    Wells Fargo Advisors Jul 2015 - Apr 2024
    St. Louis, Missouri, Us
    My goal is to help clients achieve a holistic planning process that far exceeds their expectations, whether a basic or complex planning engagement. I can offer a wide range of financial services including retirement planning, and comprehensive estate planning strategies. I can offer trust services and insurance through affiliates. Additionally, I work with a broad array of company team members with focused expertise in their field that can be added as an additional resource to my clients’ financial teams. • Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.• Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
  • Wells Fargo
    Regional Bank Private Banker Ii
    Wells Fargo Oct 2011 - Jul 2015
    San Francisco, California, Us
    Provided full-service banking to high value customers and oversaw client relationships. Liaison to other internal departments such as The Private Bank, Trust & Fiduciary Services and Commercial Banking.Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
  • Wells Fargo
    Manager
    Wells Fargo Oct 2010 - Oct 2011
    San Francisco, California, Us
  • Wachovia Bank
    Financial Specialist
    Wachovia Bank Mar 2007 - Oct 2010

Felix Rosado, Ricp® Skills

Securities High Net Worth Individuals Asset Allocation Investment Strategies Permanent Life Insurance Term Life Insurance Wealth Preservation Planning Investment Planning Investment Analysis

Felix Rosado, Ricp® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Finance
  • East Stroudsburg University Of Pennsylvania
    East Stroudsburg University Of Pennsylvania
    Minor-Political Science
  • Lorenzo De' Medici
    Lorenzo De' Medici
  • Penn State University
    Penn State University
    Philosophy
  • Strayer University
    Strayer University
    International Finance

Frequently Asked Questions about Felix Rosado, Ricp®

What company does Felix Rosado, Ricp® work for?

Felix Rosado, Ricp® works for Mgr Wealth Management

What is Felix Rosado, Ricp®'s role at the current company?

Felix Rosado, Ricp®'s current role is Managing Director - MGR Wealth Management, LLC.

What is Felix Rosado, Ricp®'s email address?

Felix Rosado, Ricp®'s email address is fr****@****hoo.com

What is Felix Rosado, Ricp®'s direct phone number?

Felix Rosado, Ricp®'s direct phone number is +131487*****

What schools did Felix Rosado, Ricp® attend?

Felix Rosado, Ricp® attended The American College Of Financial Services, East Stroudsburg University Of Pennsylvania, Lorenzo De' Medici, Penn State University, Strayer University.

What skills is Felix Rosado, Ricp® known for?

Felix Rosado, Ricp® has skills like Securities, High Net Worth Individuals, Asset Allocation, Investment Strategies, Permanent Life Insurance, Term Life Insurance, Wealth Preservation Planning, Investment Planning, Investment Analysis.

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