Rose Ellen Brink-capriola
Investment adviser representative at Abacus Wealth Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets
Are you Rose Ellen Brink-capriola? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Abacus Wealth PartnersJan 2021 to now
- Full-time Student (golden Gate University)Nov 2020 to Jan 2021
- Davero Farms and WineryAug 2020 to Nov 2020
- Full-time Student (golden Gate University)Dec 2019 to Aug 2020
- Self- Employment (formation Farm)Jan 2019 to Dec 2019
- Singing Frogs FarmFeb 2017 to May 2019
- Pyramid FarmsJan 2017 to Feb 2017
- UnemployedNov 2016 to Jan 2017
- Hawthorne Valley AssociationApr 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
$3.6BAssets managed
1,574Clients
50Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7332885
- Firm CRD
- 128590