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.