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My Approach
At VLP Financial Advisors we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values. Through the VLP Live Greater Partnership™, there’s a method to everything we do: Getting to know you and understand you. Formulating recommendations based on your specific needs. Implementing those recommendations, monitoring their progress, and providing the guidance necessary over time to help maximize the value of your assets. It all starts with a conversation. We’re ready to listen.
The Clients I Serve
Business Owners, Executives, Women & Female Leaders
Major Milestones I Specialize In
Career Changes or Job Loss, Compensation Changes, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Rose has been a trusted advisor at VLP Financial Advisors for over 20 years and is passionate about helping individuals and families gain clarity and confidence in their financial future. She enjoys helping clients navigate the complexities of executive compensation, stock options, and fringe benefits. With a deep understanding of the unique challenges high-level professionals face, she specializes in working with busy executives approaching retirement. Clients who are comfortable sharing their goals but need help managing the many moving parts of their financial lives turn to Rose. In addition to her work with executives, she creates comprehensive financial plans and strategic investment strategies that allow her clients to focus on what matters most, such as traveling the world, spending time with loved ones, or simply enjoying life without financial stress.
Disclosures
Registered Representative of and securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.