AeroLeads people directory · profile
Felix Rosado, Ricp® Email & Phone Number
Managing Director
at
Gardens Wealth Management
1 work email found
@wellsfargoadvisors.com
2 phones found area 314
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Boca Raton, Florida, United States
Company size
Who is Felix Rosado, Ricp®? Overview
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Quick answer
Felix Rosado, Ricp® is listed as Managing Director at Gardens Wealth Management, a with 18 employees, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Felix Rosado, Ricp®.
Felix Rosado, Ricp® previously worked as Managing Director at Mgr Wealth Management and Financial Advisor, Vice President-Investments at Wells Fargo Advisors. Felix Rosado, Ricp® holds Ricp®, Finance from The American College Of Financial Services.
Company email context
Email format at Gardens Wealth Management
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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Felix Rosado, Ricp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Securities, High Net Worth Individuals, Asset Allocation, Investment Strategies, and 5 others.
Current workplace
Felix Rosado, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Gardens Wealth Management
6 roles
Felix Rosado, Ricp® work experience
A career timeline built from the work history available for this profile.
Managing Director
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.
Financial Advisor, Vice President-Investments
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.
Jul 2015 - Apr 2024
Regional Bank Private Banker Ii
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.
Oct 2011 - Jul 2015
Manager
Oct 2010 - Oct 2011
Financial Specialist
Wachovia Bank
Mar 2007 - Oct 2010
5 education records
Felix Rosado, Ricp® education
Ricp®, Finance
The American College Of Financial Services
Ba, Philosophy, Minor-Political Science
East Stroudsburg University Of Pennsylvania
Education record
Lorenzo De' Medici
Philosophy
Penn State University
Master Of Business Administration (Mba), International Finance
Strayer University
FAQ
Frequently asked questions about Felix Rosado, Ricp®
Quick answers generated from the profile data available on this page.
What company does Felix Rosado, Ricp® work for?
Felix Rosado, Ricp® works for Gardens Wealth Management.
What is Felix Rosado, Ricp®'s role at Gardens Wealth Management?
Felix Rosado, Ricp® is listed as Managing Director at Gardens Wealth Management.
What is Felix Rosado, Ricp®'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Felix Rosado, Ricp® at Gardens Wealth Management.
What is Felix Rosado, Ricp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Felix Rosado, Ricp® at Gardens Wealth Management.
Where is Felix Rosado, Ricp® based?
Felix Rosado, Ricp® is based in Boca Raton, Florida, United States while working with Gardens Wealth Management.
What companies has Felix Rosado, Ricp® worked for?
Felix Rosado, Ricp® has worked for Gardens Wealth Management, Mgr Wealth Management, Wells Fargo Advisors, Wells Fargo, and Wachovia Bank.
How can I contact Felix Rosado, Ricp®?
You can use AeroLeads to view verified contact signals for Felix Rosado, Ricp® at Gardens Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Felix Rosado, Ricp® attend?
Felix Rosado, Ricp® holds Ricp®, Finance from The American College Of Financial Services.
What skills is Felix Rosado, Ricp® known for?
Felix Rosado, Ricp® is listed with skills including Securities, High Net Worth Individuals, Asset Allocation, Investment Strategies, Permanent Life Insurance, Term Life Insurance, Wealth Preservation Planning, and Investment Planning.
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