Rose Galeano-Phillips
Certified Financial Planner™
Founder
Rose is the founder of Transitions Wealth Management, LLC. Rose follows her passion by working with individuals and families whose lives have drastically changed to prepare for a better tomorrow. Whether those changes are brought upon by a voluntary or involuntary job change, a marriage or divorce, a death, or a sudden influx of wealth, I have the experience to help you.
Rose is a CERTIFIED FINANCIAL PLANNER™ practitioner and Behavioral Financial Advisor who holds the Series 7, 6, 63,,65 and PA and NJ Accident and Health, Life, Variable, and Fixed Annuities.
Rose is passionate about volunteering. She is an active member of the Kutztown Rotary Club, serving as the 4 Way Speech Contest Chair. Rose is also active with Rotary District 7430, serving as the Short Term Youth Exchange Chair.