Deirdre DeRosa, CFP®
Senior Advisor AssociateDeirdre is a senior advisor associate based in our Red Bank, NJ office. She joined the team through the acquisition of RoundAngle Advisors where she served as chief compliance officer and senior financial planner, specializing in portfolio analysis, reporting, and financial planning.
Deirdre has over 20 years of industry experience, previously serving as a financial advisor at Merrill Lynch after over a decade as an investment analyst with Fiduciary Trust Company in Boston. She earned a bachelor’s degree in economics & finance from Bentley University and holds the Certified Financial Planner® designation.
Outside of work, Deirdre loves to spend time with her family and is an avid soccer fan, having played and coached for many years.
Previous Experience
- Chief Compliance Officer & Senior Financial Planner at RoundAngle Advisors
- Financial Advisor at Merrill Lynch
- Investment Analyst at Fiduciary Trust Company
Education & Credentials
- BS, Bentley University, Economics & Finance
- Certified Financial Planner®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
