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portrait of Rosa M Carreiro
FINANCIAL ADVISOR

Rosa M Carreiro

CEPA®
4590 P G A Boulevard, Suite 200, Palm Beach Gardens, FL 33418opens in a new window
Accepting New Clients
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About Rosa

Over the course of my 25-year career in financial services, I have had the privilege of working with a diverse range of clients – from individuals and families to businesses and not-for-profits – witnessing firsthand the impact that sound financial strategizing can have. I have seen the successes of those who planned carefully, as well as the struggles of those who did not. With a deep understanding of the importance of strategic decision-making, I am focused on helping my clients achieve their financial goals through personalized, thoughtful guidance.

Originally from Massachusetts, I received my bachelor’s degree in economics from Boston University...

Focus Areas

  • Entrepreneurs & Business Owners
  • College Savings
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Public Service Professionals
  • Teachers and Professors

Work History

  • Edward JonesOctober 2023 to Current
  • First Republic BankJanuary 2013 to September 2023

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Boston UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering

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Office Information

Phone

(561) 776-5803

Fax

(833) 236-9359

Office Address

4590 P G A Boulevard
Suite 200
Palm Beach Gardens, FL 33418opens in a new window

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