Rosemary’s Approach
Rosemary C. Guilliams
CFP®
Financial Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Smith College
Bachelor of Arts in Film Studies - George Mason University
Certificate in Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.