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Rosemarie Moeller

Financial Planner

\nRosemarie leads a team that provides the guidance, education and support that help Women in Transition get back to a new beginning. She has significant expertise in the area of working with women who are experiencing divorce or have become widowed.\n\n\nRosemarie volunteers a considerable amount of time empowering women by promoting financial literacy. She speaks frequently on the importance of financial planning for women and provides guidance on how to get started. Her recent speaking engagements include: The Governors Conference for Women; The New Jersey Society of CPAs; The Women’s Institute at Bergen Community College; and the Institute of Continuing Legal Education. Prior to joining the firm in 2008, she spent the majority of her career in the banking industry. \n\n\nShe holds board positions in: Volunteer Management Center in Morristown, NJ; The Women’s Institute at Bergen Community College; the YWCA Women’s Education Task Force, the Executive Women’s Leadership team of the American Cancer Society “Go Red” initiative and the New Jersey Coalition for Financial Education. Her memberships include: New Jersey Association of Professional Mediators, The New Jersey Chapter of the Association of Family and Conciliation Courts, The New Jersey Collaborative Law Group, The Mid Jersey Collaborative Law Group, and Executive Women of New Jersey. \n\n\nRosemarie earned a Bachelor of Science degree from St. Francis College. She is a Certified Financial Planner, a Chartered Life Underwriter and is Certified as a Divorce Financial Practitioner. She holds Series 7 & 66 New Jersey life and health insurance licenses. \n\n\nShe was named by NJBiz as one of New Jersey’s Best 50 Women in Business in 2011. \n