Mariner Wealth Advisors
Rosario provides personal financial planning, investment advisory services and tax services to high-net-worth clients and professional athletes. In addition, he has experience in risk management, including life, health and property and casualty insurance.
Prior to joining Mariner Wealth Advisors, he formed RR Advisory Group. Before that, he was a partner at Clarfeld Financial Advisors, a firm specializing in financial planning, tax planning and investment services. His primary responsibilities included counseling executives on personal financial planning, estate, retirement, insurance and investment advisory services. He had overall relationship responsibility for several of the firm’s major corporate financial planning programs.
Rosario has a bachelor’s degree from Bernard M. Baruch College. He is a member of the American Institute of Certified Public Accountants (AICPA).
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Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.