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Valerie Rosaly

Client Advisory

Biography

Valerie is a Principal in the Westfield NJ office. She is a member of the Harbaugh Group, helping individuals, couples, and business owners make thoughtful financial decisions with greater clarity and confidence. Valerie has built her practice around a simple philosophy: financial planning should be personal, purposeful, and centered around what matters most to you. With Valerie, financial planning is about more than managing money—it’s about helping you create a financial life that supports what matters most.

Prior to joining Cerity Partners, Valerie was a Financial Advisor at UBS Financial Services where she spent 18 years of her 28 year career assisting clients in achieving their financial goals.

Learn more about my practice.

Highlights

  • CERTIFIED FINANCIAL PLANNER® (CFP ®)
  • Chartered Financial Consultant® (ChFC)
  • Certified Divorce Financial Analyst® (CDFA)
  • Life and Health, Securities Licensed

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.