Rosa Arana

Rosa is a life-long learner and earnestly interested in helping others acquire knowledge as they grow. Her passion for interpreting information and helping to get the message across to others is apparent. Her ability to navigate the nuances of relationship management is overwhelmingly clear.  She is warm and inviting and stores her years of experience in financial services within a kind and calm façade.  A graduate of U.C. Berkeley, she has 20-plus years of experience managing employees within the financial services industry.  Her expertise in qualified retirement plans, banking, and business continuity brings a wealth of knowledge to her role supporting our team operations. Her team considers her to be very composed and never flustered by the ever-changing faces of our business. Positivity precedes her every action and she is quick to respond even it’s just to let you know that she is looking for an answer.