Rosalie Schlaen has provided financial advice to clients for more than 33 years and holds a Chemical Engineering degree from Worcester Polytechnic Institute in Massachusetts.
Prior to joining Pinnacle, she was with Morgan Stanley for 9 years and Merrill Lynch for 24 years. Her clients include high net worth individuals and families as well as private businesses. Her mission is to understand each client’s individual needs and work with each client towards achieving his/her financial goals. Rosalie also works with clients to prepare for life events, such as retirement and generational wealth transfer.
She has demonstrated a disciplined and diligent approach to understanding how family circumstances and dynamics can influence and impact short-and long-term personal and financial goals. Her proven ability to develop a framework for their financial future has helped to set her apart from others within the industry.
Born in Argentina, Rosalie has used her multiple language backgrounds to focus on domestic and international relationships. She serves clients in several countries including Mexico, Argentina, Costa Rica, Peru, Colombia, Israel, and others. Rosalie is active in civic affairs and served for 13 years as a board member of the Hollywood Planning and Zoning Commission.
She has been an active board member of several non-profit organizations. Rosalie is a CFP® (CERTIFIED FINANCIAL PLANNER™), a CIMA® (Certified Investment Management Analyst®) and a CRPC®( Chartered Retirement Planning Counselor℠).
Areas of focus: International Investing Retirement planning- 401(k) plans- Alternative Investments Estate Planning Strategies- Insurance and Annuities.