Your Money, Your Dreams, Your Plan

Financial Guidance That Follows Your Journey.

“I'm not only your financial planner, I'm also your personal advocate.”  
- Rosanna Guardavaccaro

Hi There, Im Rosanna
Financial Planner | Investment Advisor

Education plus advocacy creates empowerment. That is the mantra for my financial planning practice and the belief that drives my commitment to financial literacy. When we work together, we map out a path that honors what matters most to you. I'm not only your financial planner, I'm your personal advocate, working with you to translate complex financial landscapes into clear, confident steps that align with your life and the people you love.

Meet Rosanna

As Featured In...

Creating Confidence...
Through Financial Independence

I take a holistic approach when working for you. That includes integrating both investments and insurance to create a plan whose components work together to help realize both your short and long-term goals. My work considers multiple aspects of your life including cash flow needs, retirement strategies, education funding, and legacy creation. Each component of your strategy will consist of objective, insightful and practical advice to enable you to grow your assets more strategically and protect them more intelligently. It also comes with my commitment to providing you with exceptional service.

Learn More

Financial Planning

Transforming your financial dreams into a personalized roadmap.

Wealth Management

Making sure we optimize your income.

Multigenerational Planning

Helping you leave a legacy for generations to come.

Financial Literacy

The building blocks to personal financial management.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement.
It talks about health care costs, income stability, and the burden of debt.
This ebook is designed to help you know the recipe for success in retirement.

A Partner On YourLife Journey

Through all steps of the process, I provide you with the knowledge you need to make informed financial choices with confidence. That is only one aspect of my role as your advocate.

Step 1: Accumulation

During this phase, typically 10+ years before retirement, you're focused on building wealth and financial assets.

Step 2: Preservation

As you get closer to retirement, we will focus on protecting and maintaining the wealth already accumulated.

Step 3: Distribution

In this phase we discuss strategically withdrawing from your accumulated assets to fund retirement or future goals.

Turning Financial Education into
Your Child's Greatest Inheritance

My commitment to financial literacy extends to the communities I serve, particularly to young people. Inspired by my son, I'm writing a series of books for children that explain financial topics in a fun, easy to understand way. I've funded this endeavor through my work as a financial planner, and, in turn, donate the profits from these books to various charities that support the well-being of children.