With her years of experience in corporate management, Rosa is David’s “right hand” at Encore Wealth Management and helps the team in all aspects of operations and office administration. She oversees the smooth management of client transactions, cashiering, account maintenance, compliance, and makes sure that clients are cared for and appreciated. Rosa holds her insurance license and serves as a notary public. She is currently studying for her series 7 securities exam.
Rosa and her family have lived in Sonoma County for generations, and are actively involved in community events, local legislation, and environmental causes.