Before entering financial services, I served in the U.S. Army, became a business owner, and eventually navigated my own career transition.Those experiences taught me firsthand the importance of having a plan when life changes and how today’s financial decisions can impact the people who depend on us tomorrow.
Today, I work with individuals, families, veterans, and business owners to help them protect what they’ve built, prepare for the future, and make informed financial decisions. As a husband and father, I understand that a financial strategy isn’t simply about numbers, it’s about the people, goals, and responsibilities behind them.
My areas of focus include financial protection, retirement planning, investment strategies, wealth accumulation, education funding, and business solutions.
My approach starts with listening. I want to understand what’s important to you, where you are today, and where you want to go before exploring strategies that align with your goals.
Ricardo De La Rosa
Registered Representative, NYLIFE Securities LLC
What you can expect
Every financial situation is different, so my process starts with understanding yours. We'll talk about where you are today, what's important to you, and what you want to accomplish before exploring strategies that may help you get there.
STEP 1
Start with a conversation
We’ll discuss what's important to you, your financial priorities, and the goals you're working toward.
STEP 2
Understand where you stand
We'll look at your current situation, identify potential gaps, and explore opportunities that may help you move closer to your goals.
STEP 3
Build a strategy around your goals
Based on what we uncover, we'll explore strategies designed around your needs, priorities, and long-term objectives.
STEP 4
Review and adjust along the way
Life changes, and your financial strategy may need to change with it. We'll stay connected and revisit your strategy as your needs and priorities evolve.