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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alaina? Claim Your ProfileAlaina Gilbert is a financial advisor with Rockwood Wealth Management, LLC, registered with the state of Pennsylvania as an Investment Advisor Representative since December 2019. Alaina is also registered with the state of New Hampshire as an Investment Advisor Representative since January 2021. Alaina has a Series 65 license. She is also a Certified Financial Planner. Alaina has experience with several different financial institutions. Alaina has been with Rockwood Wealth Management since August 2019. She is a financial advisor that specializes in providing investment advice and financial planning to individuals, trusts, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
12/17/2019 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 12/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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