Sandra Rose, AIF®, ChFC®

Founder, Senior Wealth Advisor

Sandra Rose is the visionary behind Prosperous Planning, driven by a deep-rooted belief that every client's best interests should guide every decision. Her unwavering commitment to creating unique and personalized financial plans for each client fuels her role as the Founder and Senior Wealth Advisor of Prosperous Planning. With over three decades of experience in the wealth management industry, Sandra has been instrumental in helping clients pursue financial success by offering professional guidance, comprehensive financial planning, and access to tailored financial products to help them work toward realizing their aspirations.

Sandra's academic foundation includes a bachelor's degree from Roger Williams University, with minors in finance and economics. She holds the prestigious designation of Chartered Financial Consultant® (ChFC®), signifying her extensive education in essential financial planning areas such as insurance, taxation, retirement, and estate planning. Moreover, she is an Accredited Investment Fiduciary® (AIF®), affirming her commitment to fiduciary principles, standards of conduct, and the responsible execution of fiduciary duties.

In addition to her impressive credentials, Sandra holds her FINRA Series 7 (general securities representative) and Series 66 (investment advisor representative) registrations with LPL Financial and maintains multiple state life insurance licenses. Prior to establishing Prosperous Planning, she served as a Financial Advisor at renowned institutions like Fidelity, TIAA-Cref, Prudential, and Aspire Advisors, catering to both institutional and individual clients and families. Her tenure at these firms equipped her with extensive expertise in financial planning and assisting clients in an effort to secure their financial future.

Sandra's specialties encompass a wide spectrum of financial services, including comprehensive financial planning, investment management, retirement planning, insurance planning, risk mitigation, and estate planning.

Residing in New Canaan, CT, Sandra is deeply rooted in her community, where she raised her son, who is currently a college sophomore. An avid tennis enthusiast, she also dedicates her time to volunteering with the Junior League in Stamford-Norwalk.

Phone (203) 856-1241