Richard Rosa
Financial Planner, Wealth Advisor, Financial Coach
Richard Rosa
Financial Planner, Wealth Advisor, Financial Coach
Richard Rosa is a Financial Planner, Wealth Advisor, and Financial Coach at Granite Wealth Partners, where he provides comprehensive financial planning and investment advice to business owners, families, and successful individuals. Known for his approachable style and ability to break down complex financial topics, Rich empowers clients to make confident, informed decisions about their future.
A passionate advocate for financial education, Rich goes beyond traditional planning by helping clients teach their children the foundations of financial literacy. From basic money management to understanding investing and building wealth, he works with families to instill strong financial habits in the next generation, ensuring their values and vision continue for years to come.
Rich earned his B.S. in Business Administration with a concentration in Finance from Montclair State University. He is a Registered Representative with LPL Financial and an Investment Advisor Representative with Private Advisor Group, bringing both expertise and a heart for service to every client relationship.
He lives in Somerset, NJ, and outside the office, he enjoys golfing, grilling, and spending time with friends and family.
Licenses and education
- Investment Advisor Representative, Private Advisor Group
- Registered Representative, LPL Financial
- FINRA Series 7 & Series 66 licenses (held with LPL)
- Life and Health Insurance Licensed
- B.S. in Business Administration, Finance (Montclair State University)
Let’s move forward together.
You’ve worked hard to build what you have. Start with a Discovery Meeting, at no cost and with no obligation. We’ll talk about where you are and where you want to go, and you’ll leave knowing exactly what working together would look like.
