Richard Cross - Cofounder
Right Financial Advisor
rcross@rightfinancialadvisor.com
I am a 38 year veteran of the financial services industry having earned my Series 6 in 1981 and my Series 7 (General Securities License) as well as my principal's license series 24 in 2002. In 2001, I earned my series 65 (Uniform Investment Adviser) license to conduct fee based advisory business.
I am licensed in 17 states and have been licensed in the Insurance industry since 1980.
I am proud of having a pristine record in the 38 years I have been helping families and business owners navigate the complexities of the financial, tax and insurance options facing all of us throughout our careers and into retirement. I have worked with CPA's and Estate Planning Attorneys to ensure my clients receive the best standard of care when it comes to their financial needs.
My practice has and will continue to be driven behind the principals of offering services with a Fiduciary Standard that I feel offers a Superior Level of Service. That is why I have attained the Registered Fiduciary Designation through Dalbar.
Rosemary Roser - Cofounder
Right Financial Advisor
rroser@rightfinancialadvisor.com
Rose Roser is a certified public accountant and has served as the controller of several large public and private companies. Most recently, she spent 14 years as the Vice President and Controller for the National Football League, where she managed all of its accounting operations.
Prior to the National Football League, Rose was the Controller at Skadden Arps, which is among the largest global law firms, and she served as the Controller for a community bank which went public and was later acquired. Before entering private accounting, Rose was senior audit manager with KPMG on Long Island, NY servicing clients in a wide array of industries.
After a successful executive career, Rose has now tal‹en her financial, accounting and planning skills and leveraged them with Right Financial Advisor’s founder, Rick Cross, to assist others in developing retirement planning strategies including the optimization of social security in overall retirement planning.
She is a summa cum laude graduate of Long Island University, C.W. Post Center, Greenvale, NY with a B.S. in Accounting and an active member of its alumni in career mentoring of its finance and business majors
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.