Felix Rosado, Ricp® Email and Phone Number
Felix Rosado, Ricp® work email
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Felix Rosado, Ricp® personal email
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Felix Rosado, Ricp® phone numbers
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.
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Managing DirectorMgr Wealth Management Apr 2024 - PresentAs 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. -
Financial Advisor, Vice President-InvestmentsWells Fargo Advisors Jul 2015 - Apr 2024St. Louis, Missouri, UsMy 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. -
Regional Bank Private Banker IiWells Fargo Oct 2011 - Jul 2015San Francisco, California, UsProvided 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. -
ManagerWells Fargo Oct 2010 - Oct 2011San Francisco, California, Us -
Financial SpecialistWachovia Bank Mar 2007 - Oct 2010
Felix Rosado, Ricp® Skills
Felix Rosado, Ricp® Education Details
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The American College Of Financial ServicesFinance -
East Stroudsburg University Of PennsylvaniaMinor-Political Science -
Lorenzo De' Medici -
Penn State UniversityPhilosophy -
Strayer UniversityInternational 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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