Building strong relationships is the foundation of my practice, and I have more than 20 years plus of experience helping people of means pursue their goals. The first thing I will do is formulate an explicit investing creed. I emphasize risk control as the primary route towards working to achieve your goals. I work with people of all ages and walks of life. Many clients I am currently guiding have begun, or are preparing for a new transition in life. My job is to create a portfolio that is structured to help meet the very specific lifestyle requirements a client wants. I am pleased that several relationships I have established a span of two to three generations within the same family. I understand that not everybody is alike, even though they may have similar concerns. This is why I will have an in-depth conversation to learn who you are, what's important to you and discuss a goals based process for yourself and future generations. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of CA, FL, NJ, NV, NY, VA, only Please contact me by email Victor.Rosati or by phone 888 213-1460 . I cannot respond to messages through LinkedIn. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on