Meet Rosa
Financial Planner
Rosa Ybarra, CFP® DPT is passionate about informing and motivating individuals to take control of their wealth management and long-term financial planning. She brings enthusiasm and strategic planning for individuals of all ages and income levels.
Rosa holds a Bachelor's degree in Business Administration in finance from The University of Texas-Pan American (UTPA) and a Master of Science in Personal Financial Planning from Texas Tech University. She has worked in various areas of the financial industry, beginning with the Southern Office District of the U.S. Treasury Department - Office of the Comptroller of Currency (OCC) and as the Director of Client Services for a Wealth Management firm in San Antonio, TX
Being a CERTIFIED FINANCIAL PLANNER™, Rosa focuses on comprehensive financial planning and wealth management
What Makes The Difference
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Communication: Rosa prioritizes that every step of the way you will be informed in order to ensure that you are notified of any progress.
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Fiduciary: That means that she holds herself to the standard of acting in your best interests. She works solely for you, not for mutual fund companies.
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Independent: Not affiliated with any insurance company, annuity product, bank, or brokerage.
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Convenient: Offers virtual meetings and a digital onboarding process with detailed walkthroughs about the process.
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Fee-Only: She is paid only by you, with no hidden fees or commissions.
Let's Get Started
Fee-Only Financial Planning
Providing financial peace by identifying areas of opportunities in your current financial plan.
Financial Planning designed to fit your personal goals.
Office: 956-630-7231