Marc Rosa, CFP®, CPFA®, CRPC™

Marc Rosa, Senior Vice President, Wealth Management Advisor, CFP®, CRPC™, CPFA®. My goal is to deliver a simple wealth management approach that makes sense to clients. I offer clients an approach they can appreciate and a discipline they can follow. Listening carefully to the clients and helping to filter the noise from the media is an important part of my approach. I want to know about your favorite activities and greatest concerns, your kids, career, and what you see as your greatest accomplishment. In our conversations, I look to craft a goals-based strategy grounded in my planning-based approach. Taking into account client's preferences for risk, liquidity, goals and timeline, I look to provide asset diversification, liability and cash management, and education and retirement planning. I am a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. And have also earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. I am a former high school math teacher, a graduate of Fordham University, and President of the Fordham Alumni Chapter of Westchester. I live in White Plains with my wife, Corrinne, and our two children. In addition to playing tennis, and coaching baseball and soccer, I am a fluent Portuguese speaker and an active member in the Portuguese community. *Certified Financial Planner Board of Standards Inc. Owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. In the United States.