Company: Women + Wealth Solutions, LLC
Position: Founder and Senior Financial Advisor
Ronit Rogoszinski is a passionate advocate of financial literacy for women who specialized in transitioning widows, pre-retirees and divorced individuals through major life changes. Applying her skills to each client’s circumstances enables her to translate recommendations into actionable, prudent strategies that are customized to each clients’ unique situation. As a result, Ronit has become a trusted advisor to her clients, developing lifelong friendships while partnering in the management of their financial plans. Ronit is a CERTIFIED FINANCIAL PLANNER ™ certificant who combines formal education with life long experience, which has led to a holistic all-encompassing approach for her clients and the creation of Women+Wealth Solutions. Individuals and families with inheritance, legal settlements, or sale of businesses who seek to become educated and confident in working with their financial advisor, look to Ronit for guidance in gaining financial knowledge, budget and cash flow management, portfolio and retirement solutions, as well as working with other outside professionals to best serve the client with guidance towards legal and tax solutions. Ronit’s calm, personal and relaxed nature helps put her clients at ease while remaining focused on the mission at hand, which is to help her clients realize their financial goals. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors Inc. (APA), an SEC Registered Investment Advisor. Women + Wealth Solutions is not affiliated with APFS and APA.
Women + Wealth Solutions launched in August 2016 around the premise that as women transition through life cycles, they both need and want to work with a professional who understands their concerns, unique needs and apprehension about handling their finances. While we are proud of the growth Women + Wealth Solutions has experienced, we’re most proud of the success and results our clients have realized in their personal lives as they have overcome challenges and faced headwinds head on with our guidance and support. With dedicated focus and enriched resources, we are raising the bar for Women + Wealth Solutions with the goal of achieving success for more women than ever before. We are passionate advocates for financial literacy excited as well as prepared to serve our clients both old and new as we always have - with care, compassion, patience and utmost professionalism. Thank you for your trust in us. We hope you will choose to work, learn and move forward with us to live your best financial life.
Business Catergory: Finance Insurance & Real Estate
Good Lead: Primarily but not exclusively, a woman looking to engage in her personal financial well-being. This includes the willingness to Face Facts about her current finances, work towards clarifying future goals and then work together with myself and my team to achieve these goals.