Industry Start Date: 2006
KAR Start Date: 2017
Education: B.S., Business Administration, University of Southern California, Marshall School of Business
Certificate in Personal Financial Planning from University of California, Los Angeles
Licenses: CFP® (Certified Financial Planner), Series 65
Prior to Joining KAR:
Rosalie was an Assistant Vice President for Oakwood Capital Management. Before that position, she was a Client Operations Associate with Fisher Investments. She has also worked in international finance as an intern with various banks such as Bank of America and Union Bank.
What Do You Most Enjoy 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 KAR?
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.
When Not in the Office:
I enjoy traveling, soccer, the beach and giving back to the community.