01. Services

Our holistic process empowers us to support your financial well-being through custom plans based on your needs. As an independent and boutique firm, we focus on building lasting relationships that are rooted in trust and confidence.

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02. Resources

Hand-curated resources designed specifically with your financial empowerment in mind. Here you can browse our worksheets and fillable documents, as well as discover the RoZel Blog featuring educational and empowering pieces.

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03. Events

Knowledge is power. We implore you to stay curious, and stay in the know. Keep up to date with upcoming webinars, open forums, and events by RoZel Financial.

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Our Mission

Empowering you with the knowledge and solutions to work towards your financial goals.

We create an environment in which knowledge can grow through open and approachable conversation.

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Marlene Badai |
ESG Investing can empower you to explore opportunities that may resonate with you by aligning your personal values with your investments. In ESG 101, we take a look at what ESG means, common ESG factors, rankings, and what that means for you.