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Rosanna Vizzoni, CRPC

Financial Advisor

As a Financial Advisor, I am dedicated to providing sound financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. Before joining Wells Fargo Advisors in 2016, I spent twenty-three years at Bank of America/Merrill Lynch. I hold a Bachelor of Science in Marketing from Seton Hall University. During my career, I earned the Chartered Retirement Planning CounselorSM, or CRPC. certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. I have also been awarded the Five Star Professional Wealth Manager for years 2012-2014, 2018, 2020-2024, and 2026. Making sure your wealth continues to work in support of your financial goals takes careful planning. Planning is not a single event -it is a process. As your life circumstances change, so must the investment strategies used to stay on course to meeting your objectives. Whether it's retirement planning, funding college education, saving for second home, access to lending services through Wells Fargo affiliates, legacy planning, or preparing for unforeseen circumstances, I work with you to design a plan targeted to your specific needs and goals. Active in the local community, I am a Catechist, and a Hospitality Volunteer for St. Magdalen's Roman Catholic Church in Flemington, NJ. In my free time, my husband and I spend time between Hunterdon and Ocean County enjoying the company of family and friends.

Certificates

CRPC

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