Rosalie Schlaen has built her successful career as a trusted financial advisor by guiding high-net-worth domestic and international clients to meet their goals and aspirations. As an industry veteran of over 30 years, she has consistently helped her clients grow and preserve their wealth through the ups and downs of market cycles.
Schlaen is a certified financial planner, certified investment management analyst, and chartered retirement planning counselor whose authenticity and commitment to customer service are the foundation of her client relationships. Her business is built on trust, transparency, and strong relationships—she works with her clients to define their financial objectives.
Aside from her managerial roles, Rosalie Schlaen has been involved in numerous civic affairs and served for 13 years as a board member of the Hollywood Planning and Zoning Commission, on the board of the Jewish National Fund, and served as president of the Latin Chapter of the Keren Kayemet organization.
20801 BISCAYNE BLVD., STE. 450, AVENTURA, FL
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