Rosa has over 13 years of experience in the financial planning industry and is CERTIFIED FINANCIAL PLANNER™.  Before working with Endurance, Rosa worked as a Senior Financial Planner with Tranquility Financial Planning, and served as the Director of Client Services for Imperium Wealth Management in San Antonio. She has also worked with the Southern District Office of the U.S. Treasury Department – Office of the Comptroller of the Currency (OCC) as well as Perryman Financial Advisory, a financial planning firm in Dallas, TX. Rosa received her Bachelor’s degree in Business Administration in Finance from The University of Texas-Pan American (UTPA) and received her Masters of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the country. Rosa has achieved numerous accomplishments professionally and personally. While at UTPA, Rosa co-founded several student organizations including the Insurance & Financial Planning Association (IFPA) and the Association of Latino Professionals in Finance and Accounting (ALFPA). She was also part of an undergraduate team that won the ALPFA/ KPMG National Case Study Team competition in 2008, and was named the 2009 National Latina of the Year by Deloitte. Rosa is a proud Edinburg Rotarian and was honored as the Rotarian of the Year in 2023 for all her work to the organization and most importantly to the Edinburg Community. She serves as the Edinburg Rotary Scholarship Chair and Rotary Youth Chair. She is passionate about helping her community and family and is always finding new ways to help give back to our youth and community.