Rosemary Caligiuri, CASL™, RICP®MANAGING DIRECTOR
As the Managing Director of the United Capital Langhorne office, Rosemary Caligiuri has been helping clients create, execute, and monitor their personal financial strategies since 1989.
Raised in a large Italian family in New York, Rosemary grew up with a genuine appreciation of Old World values and traditions. After graduating cum laude from Adelphi University of New York, Rosemary began pursuing her passion for caring for patients as a Registered Nurse. Wanting to do even more than care for people physically, Rosemary decided to enter the financial services industry so that she could help people navigate their way through retirement and make informed decisions in order to pursue their financial goals.
A national speaker, educator and former radio show host, Rosemary prides herself in providing independent and ethical financial guidance to clients who are in pre-retirement and retirement. Rosemary’s knowledge has also been sought out for articles written in financial publications such as Barron’s and Forbes magazines.
Rosemary has earned the Chartered Advisor for Senior Living® (CASL™) as well as the Retired Income Certified Professional (RICP®) designations from The American College. These prestigious programs include comprehensive curriculums to advisors striving to meet the unique financial needs of today's clients.
Rosemary is also a member of Ed Slott’s Master Elite IRA Advisor Group - a private IRA study group of professionals with extensive IRA experience. This group is required to go through rigorous educational workshops on a continuous basis.
Rosemary resides in Lambertville, NJ where she and her husband Keith built their home together. Rosemary is an avid reader and loves to entertain. In her free time Rosemary enjoys travelling and boating with family and friends.
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.