Rosemary C. Guilliams
CFP®
Financial Advisor
I am passionate about helping people on all levels of personal finance and serving as a fiduciary.
CFP®
Financial Advisor
I am passionate about helping people on all levels of personal finance and serving as a fiduciary.
Rose has been involved in the financial services industry since 2013. She earned a bachelor’s degree from Smith College and a certificate in financial planning from George Mason University. She is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. In her free time, Rose enjoys traveling, swimming, baking, and spending quality time with family and friends.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.