Ariel Rosero
Associate | Relationship Manager
Ariel Rosero brings a wealth of experience to his role at The Bethesda Group, specializing in delivering high-touch client service across all facets of the comprehensive financial planning process. As a key support to advisors, he ensures accuracy in financial plans, follows through on tasks, and maintains strong, lasting client relationships.
Before joining Prime Capital Financial, Ariel served as an analyst at Goldman Sachs Personal Financial Management, where he worked as a relationship manager, handling client needs with precision and dedication. In his previous role as a TA service specialist at Franklin Templeton, he interacted extensively with institutional clients across the U.S. and internationally over a five-year tenure. During this time, he managed client trades and responded to inquiries from financial advisors and clients about capital markets as well as Franklin Templeton’s products and services.
Ariel earned his Bachelor of Science degree from the State University of New York at Oneonta, majoring in business economics with a concentration in finance and minoring in computer science. Fluent in Spanish, Ariel balances his professional life with personal hobbies such as long hikes with his dog and playing league volleyball.
Life Transitions
We Can Help You With
Getting Ready to Retire Loss of a Spouse New Child or Grandchild Inheriting Money Going Through a Divorce
Navigating life transitions can be challenging, especially when emotions run high and financial decisions must be made. During these pivotal moments, understanding your options is crucial. We recognize the financial and emotional factors at play and are committed to guiding you through every step of the process. Your concerns are our top priority, and we’re here to provide the clarity and support you need to move forward with confidence.
The Process Includes:
Initial Consultation
- Discuss financial and personal goals
- Review details of financial choices currently in place
- Discuss how we work with our clients and the services we offer
- Discuss any to-do’s
- Schedule next meeting date
Second Meeting (Data Gathering)
- Review all documents gathered from client checklist
- Identify inefficiencies, weaknesses and missing pieces
- Discover and prioritize your short and long-term goals and objectives
- Discuss any to-do’s
Third Meeting (Solution Presentation)
- Review our detailed analysis
- Discuss options and strategies
- Review/address any unanswered questions/concerns
- Begin implementation of new plan
The New Client Process
As a new client, when you begin working with The Bethesda Group’s team of advisors, we go through an in-depth process to get to know you, your family, your situation, and your personal financial objectives. There is a lot of information that we gather in order to do a thorough analysis and develop your custom plan to help you achieve your life ambitions.
The Bethesda Group Team
Our team members serving you at our office, located just outside the nation’s capital, each bring unique accreditations, backgrounds, focus areas, and experiences, which they use collaboratively to help our clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
