FINANCIAL ADVISOR
CallSend Me a MessageRosa M Carreiro
CEPA®
4590 P G A Boulevard, Suite 200, Palm Beach Gardens, FL 33418opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Entrepreneurs & Business Owners
- College Savings
- Retirement Savings Strategies
- Divorce Finances
- Portfolio Reviews
- Estate & Legacy Strategies
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Spending Time with Family
- Traveling
- Cooking
- Volunteering
- Home Improvement
Team Members
Sara BergschneiderBranch Office Administrator
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