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Rosalie Ciaio

Rosalie Ciaio

Registered Assistant

Rosalie Ciaio has successfully been servicing and guiding our client's step by step through all aspects of our company for over 15 years. 

With today's fast-paced lifestyles and technology, it is easy for businesses to lose sight of the personal one-on-one client relationship that we have managed to cultivate in our office and are proud of. 

Her everyday task is to keep the office running efficiently and assist with financial planning and all aspects of client relations. 

Rosalie holds a Series 6 and 63 Registration as well as Insurance LIcense in Life and Health.  She enjoys her family and friends, traveling, reading and helping clients accomplish their goals.