Steven Rotello is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at firms including UBS Financial Services and A.G. Edwards & Sons. Outside of his advisory work, he serves as a committee member at Regis Jesuit High School and as a board member for the Ambleside School of Colorado Centennial. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and selected family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, constructing portfolios using a range of investment vehicles and conducting regular account monitoring.

Joseph Cella is a financial advisor at Mosaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at American Funds and Capital Group. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, portfolio management, financial planning, and select family-office services. The firm uses a customized, primarily long-term fiduciary approach, constructing portfolios with mutual funds, ETFs, individual securities, sub-advisers, and pooled private vehicles.