About
Rosanna Guardavaccaro
Financial Planner | Investment Advisor
CA Insurance License #0F29349
I consider myself blessed to have found my dream job while working towards a degree in accounting at Brooklyn College. After beginning an internship working with an advisor at a financial services company, I quickly realized that my three favorite things to do were speaking, teaching, and working with people. After graduating from college, I began working as a financial advisor at Strategies for Wealth, where I built enduring relationships with clients through my caring guidance. I moved my practice to Barnum Financial Group to leverage their depth and breadth of resources to benefit my clients. Their leadership in bringing financial wellness programs to people across the country aligns with the commitment I've had for years.
Motherhood further motivated my commitment to teaching, after seeing firsthand how important it is to plant the seeds of financial literacy in young children. The result is a series of Peter Saves books that introduce the ideas of insurance, investments, and other financial planning vehicles in a colorful way that allows children to follow along and remember these concepts. The third in the series is about to be published.
I'm a lifelong learner, attending numerous training sessions each year to remain current on new trends and opportunities as well as new products and services that I can bring to my clients to enable them to meet their needs and capitalize on opportunities.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Jeremy Hus, MSFS®, CFP®, ChFC®
Vice President, Financial Planning
Gregory Wachter
Vice President, Risk Management
Brian Parmelee
Vice President, Risk Management
Niko Vamvakas, RICP®
Vice President, Retirement Planning Solutions
Kathleen Cassidy, JD*
*Licensed but not practicing
*Licensed but not practicing
Vice President, Advanced Markets
John Foreman, MBA, CIMA®
Vice President, Investments
Beverly Wright
Vice President, Worksite Products
Focused On
You
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
My commitment is to utilize all of our resources to help you pursue your goals. I believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.