Rosie Roberts, AIF®

Rosie is a Financial Planner with over 35 years of experience in the financial services industry, beginning in banking and mortgage lending. In 1996, she transitioned to advising individuals and families on their retirement and investment needs, initially working with educators, administrators, and school staff throughout the K-12 market in the Sacramento and San Francisco Bay Areas. An Accredited Investment Fiduciary^® (AIF^®)*, Rosie holds a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Economics from California State University, Sacramento, and takes a holistic approach to working with clients by establishing a baseline understanding of finances, goals, and aspirations.

Based in Northern California, Rosie enjoys traveling, cooking, golfing, and attending live concerts and sporting events in her free time.

Fun Facts:

• What is a special memory from your childhood?
  A fishing trip with my father on the California central coast. I remember casting our rods into the ocean from a high and narrow cliff. It was both scary and exciting at the same time.

• Where is the furthest place you've traveled?
  Sydney, Australia.

• What kind of vehicle did you take your driver's test in, and did you pass on the first try?
  I passed on the first try driving the family Chevrolet Kingswood station wagon (with mag wheels).

What do I enjoy most about being a financial planner?

What I enjoy most about being a financial planner is assisting clients in navigating a myriad of financial questions and decisions, from debt management, job changes, investments, and major purchases to relocation. However, the most rewarding aspect is being able to do the same for their children and other family members.

*Use of the AIF designation does not imply that Osaic Wealth or its Investment Advisor representatives may act in fiduciary capacity for ERISA plans.