Rosemary C. Guilliams
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.
I am passionate about helping people on all levels of personal finance and serving as a fiduciary.
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.