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Rosa Ngo

Rosa Ngo

LPL Registered Client Service Associate

Rosa is an LPL Registered Client Service Associate for FDR Group. She provides ongoing support to the Wealth Management and Financial Planning team by prioritizing the needs of our clients.

Rosa holds her Bachelor of Science in Finance from Springfield College and her Master of Science in Business Analytics from Florida Atlantic University. She is well-versed in the financial industry, having previously worked as a Financial Analyst at Goldman Sachs in New York. She will continue her success in the financial services industry here at FDR Group!

In her spare time, she enjoys traveling and playing sports. She is passionate about service her community and in the past has volunteered with Healthy Mothers Healthy Babies distributing essential supplies to families in need. Rosa is from Iceland and is fluent in Icelandic and Vietnamese.

Additional Credentials

  • Securities Industry Essentials® (SIE®)
  • Series 7 General Securities Representative (GS) License held with LPL Financial
  • Series 66 NASAA-Uniform Combined State Law (AG and RA) License held with LPL Financial