Senior Financial Advisor@ Hightower Bethesda
Bethesda, Maryland, United States
Erick Roshelli, CFP®, CEPA
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University of Delaware
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FlashIntel GPTCepa Erick Roshelli is a highly motivated financial services professional with over 21 years of experience. Based in the United States, she is currently working as a Senior Financial Advisor at Hightower Bethesda. Cepa works closely with her clients to identify and prioritize their financial needs, as well as their long-term investment needs. She creates a financial "road map" to help clients reach their financial destination. With a strong background in financial services, Cepa is a valuable asset to the company.
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About
I am a highly motivated financial services professional with knowledge in cultivating relationships and providing wealth management solutions for affluent families and businesses. As a Senior Financial Advisor at Hightower Bethesda, I work one-on-one with my clients to help them identify and prioritize their financial needs, as well as their long-term investment needs. Together, we create a financial “road map”, designed to help them reach their financial destination. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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Senior Financial Advisor
Financial Services
Erick Roshelli, CFP®, CEPA's Professional Milestones
- Senior Financial Advisor (2019-04-01~): Guided clients through complex financial decisions, ensuring their financial success for the next 50 years.
- Senior Financial Consultant (2008-11-01~2019-03-01): Providing expert financial advice to clients, driving their career growth and optimizing their finances.
Education
Finance And Operations Management
1998-2002Certification
Colleagues
Stephen Rosen, AIF®, CEPA®
Financial Advisor | Managing Director | Partner
Evan Nowack, CIMA®
Financial Advisor | Managing Director | Partner
Jeff Leventhal, CIMA®, CEPA®
Financial Advisor | Managing Director | Partner
Leah Jones, CFA, CFP®, CDFA®, AEP®
wealth planner & protector | podcast host her divorce source & everything money | financial advocate & writer kai makes money | alternative investment expert | divorce planning specialist
Debi Engle
Senior Registered Client Associate for High Net Worth Individuals and Entrepreneurs, Hightower Bethesda
Other Named Erick Roshelli, CFP®, CEPA
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Erick Roshelli, CFP®, CEPA works for Hightower Bethesda
Erick Roshelli, CFP®, CEPA's role in Hightower Bethesda is Senior Financial Advisor
Erick Roshelli, CFP®, CEPA works in the industry of Financial Services
Erick Roshelli, CFP®, CEPA's colleagues are Stephen Rosen, AIF®, CEPA®,Evan Nowack, CIMA®,Jeff Leventhal, CIMA®, CEPA®
Erick Roshelli, CFP®, CEPA's latest job experience is Senior Financial Advisor at Hightower Bethesda
Erick Roshelli, CFP®, CEPA's latest education in University of Delaware
