Rosalie Haglund, CFP®

Wealth Advisor Associate

Start Date
Industry: 2006
KAR: 2017
  • B.S., Business Administration,
    University of Southern California,
    Marshall School of Business
Prior Work Experience
  • Assistant Vice President – Oakwood Capital Management
  • Client Operations Associate – Fisher Investments
  • Intern – Bank of America, Union Bank
Certifications and Credentials
  • Certified Financial Planner®
  • Series 65
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Ranked #8 on
Forbes Top RIA List

What Do You Enjoy Most About Your Job?
I enjoy helping people and developing very close and long-lasting relationships with clients and their families. I strive to bring my attentiveness, initiative, and enthusiasm to ensure our clients are engaged in a high-touch client service experience.


What Do You Enjoy Most About Working at KARWA?
I enjoy working at a firm that promotes idea-sharing and a culture of innovation and initiative.

Being part of a collaborative environment allows us to grow individually and as a whole in order to provide effective and customized wealth management solutions to our clients.


How Does KARWA Approach Wealth Management Differently?
Our firm cares and acts in the best interests of the client at all times. We consistently provide unique resources on an individual and firm-wide level to our clients such as: webinars, podcasts, insights, and client events, so that our clients are up to date on all topics ranging from the economic outlook to legislation changes and how it directly impacts their portfolio.

What Do You Hope to Achieve For Your Clients?
My goal is to rise to the occasion at all times to provide an exceptional and invaluable level of service so that clients feel that they can trust, delegate, and achieve that financial peace of mind that they’re looking for.


What Are You Involved in Outside of Work?
I enjoy traveling, soccer, the beach and giving back to the community.


Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.


Forbes “Top RIA Firms”The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.


This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at

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