As the Managing Director of the United Capital Langhorne
office, Rosemary Caligiuri has been helping clients create, execute, and
monitor their personal financial strategies since 1989.
Raised in a large Italian family in New York, Rosemary grew
up with a genuine appreciation of Old World values and traditions. After
graduating cum laude from Adelphi University of New York, Rosemary began
pursuing her passion for caring for patients as a Registered Nurse. Wanting to
do even more than care for people physically, Rosemary decided to enter the
financial services industry so that she could help people navigate their way
through retirement and make informed decisions in order to pursue their financial goals.
A national speaker, educator and former radio show host,
Rosemary prides herself in providing independent and ethical financial guidance
to clients who are in pre-retirement and retirement. Rosemary’s knowledge has
also been sought out for articles written in financial publications such as
Barron’s and Forbes magazines.
Rosemary has earned the Chartered Advisor for Senior Living®
(CASL™) as well as the Retired Income Certified Professional (RICP®)
designations from The American College. These prestigious programs include
comprehensive curriculums to advisors striving to meet the unique financial
needs of today's clients.
Rosemary is also a member of Ed Slott’s Master Elite IRA
Advisor Group - a private IRA study group of professionals with extensive IRA
experience. This group is required to go through rigorous educational workshops
on a continuous basis.
Rosemary resides in Lambertville, NJ where she and her
husband Keith built their home together. Rosemary is an avid reader and loves
to entertain. In her free time Rosemary enjoys travelling and boating with
family and friends.