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Schedule a CallRosemary C. Guilliams
CFP®
Financial Advisor
I am passionate about helping people on all levels of personal finance and serving as a fiduciary.
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Education &
Affiliations &
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.
Education &
Designations
- Smith College
Bachelor’s - CERTIFIED FINANCIAL PLANNER™ professional
Affiliations &
Community Service
- Financial Planning Association – member
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.