Richard L. Rosati, MBA, CFP
Senior Financial Advisor
Senior Vice President - Investments
Phone: 612.316.4339
Email: richard.l.rosati@wellsfargo.com
My Practice
It's an honor and privilege to help a select group of clients build, manage, preserve and transition their wealth. I do this by focusing on the four cornerstones of wealth management: Investments; Liability Management; Non-Portfolio Risk Management; and Estate Planning Strategies.
My Process
My process centers on listening to my clients and understanding their current situation, past experiences and their goals and objectives. Financial decision-making is a product of reason and emotion. Exercising patience, compassion and skill enables me to help my clients balance both.
My Background
I am a graduate of the University of Wisconsin-River Falls (B.S., Business & Economics) and Mankato State University (M.B.A. & M.A., Economics). I am also a CERTIFIED FINANCIAL PLANNER® professional having completed extensive training and testing in financial planning; investment planning; retirement savings and income planning; risk management and insurance planning, estate planning strategies; and professional conduct. The CFP® certification process identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality and ethics when dealing with clients.
I am optimistic about the future maintaining a strategic mindset, yet tactical when circumstances warrant. The struggles and hardship I watched my divorced mother of 5 children endure and overcome, and my love and devotion to my family serve as a constant reminder of the impact my work has on my clients and their families, now and for years to come.
Wells Fargo Advisors is not a legal or tax advisor. However, I will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
It's an honor and privilege to help a select group of clients build, manage, preserve and transition their wealth. I do this by focusing on the four cornerstones of wealth management: Investments; Liability Management; Non-Portfolio Risk Management; and Estate Planning Strategies.
My Process
My process centers on listening to my clients and understanding their current situation, past experiences and their goals and objectives. Financial decision-making is a product of reason and emotion. Exercising patience, compassion and skill enables me to help my clients balance both.
My Background
I am a graduate of the University of Wisconsin-River Falls (B.S., Business & Economics) and Mankato State University (M.B.A. & M.A., Economics). I am also a CERTIFIED FINANCIAL PLANNER® professional having completed extensive training and testing in financial planning; investment planning; retirement savings and income planning; risk management and insurance planning, estate planning strategies; and professional conduct. The CFP® certification process identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality and ethics when dealing with clients.
I am optimistic about the future maintaining a strategic mindset, yet tactical when circumstances warrant. The struggles and hardship I watched my divorced mother of 5 children endure and overcome, and my love and devotion to my family serve as a constant reminder of the impact my work has on my clients and their families, now and for years to come.
Wells Fargo Advisors is not a legal or tax advisor. However, I will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.