9161 Liberia Avenue Suite 100 Manassas , VA 20110

703.878.9050

Rosemary “Rose” Guilliams serves as a financial advisor in our Manassas, Virginia, office, where she helps individuals and families navigate financial planning with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, Rose guides clients through wealth transfer and philanthropy strategies, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Rose has worked in financial services since 2013 and remains active in the Financial Planning Association. She earned her bachelor’s degree in film studies from Smith College in Northampton, Massachusetts, and a certificate in financial planning from George Mason University in Virginia.

When she steps away from serving clients, Rose enjoys traveling and spending quality time with family and friends.

Education &
Designations

Smith College
Bachelor of Arts in Film Studies
George Mason University
Certificate in Financial Planning
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Financial Planning Association – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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