After graduating from Worcester Polytechnic Institute in Massachusetts with a degree in chemical engineering, Rosalie Schlaen later pursued a career in wealth management. She worked at Morgan Stanley for nine years and Merrill Lynch for 24 years before joining Pinnacle Investments in 2019. Born in Argentina, Rosalie uses her multi-language background to focus on domestic and international relationships, serving clients in several countries. More than her credentials (certified financial planner, certified investment management analyst, and chartered retirement planning counselor), Rosalie’s authenticity and commitment to customer service are vital to her success as an advisor. Rosalie has served as a board member of several nonprofit organizations including 13 years with the Hollywood Planning and Zoning commission and the Jewish National Fund. She also served as the President of the Latin Chapter of the Keren Kayemet organization.
The Face of International Wealth Leadership
Rosalie Schlaen, CFP, CIMA, CRPC – Pinnacle Investments, LLC (Member FINRA/SIPC)