Rose Galeano-Phillips, CFP®, BFA founded Transitions Wealth Management. Rose focuses her practice on comprehensive wealth management and financial planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Behavioral Financial Advisor, Rose proactively plans for potential changes to her clients' lives while guiding them through their life transitions as they happen. She assists her clients in working to attain a higher level of financial security through education, understanding and scenario planning. With this know she develops a customized approach for each client's planning needs. Rose holds the Series 7, 6, 63, 65 and PA and NJ Accident Health, Life and Fixed Annuities, Variable LIfe, and Variable Annuity Insurance licenses.
Rose believes in wealth management that helps you thrive through the stages of your life. When you work with Transitions Wealth Management, you will feel very welcome. You will find that Rose has an ardent desire to understand you and your life. This is important because it helps her adapt her financial solutions to meet your needs because she genuinely has an interest in you and wants to see you thrive.