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Rosa Ybarra (CFP®, MS)

Rosa Ybarra focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Hi, I am Rosa Ybarra. I am part of the Endurance Financial Planning Team and am one of two financial planners at our firm. Our main office is located in McAllen, TX and we serve clients all across the Rio Grande Valley, the state, the U.S. and Mexico.

We established our firm to provide you with a unique and visionary approach to financial advising. Our approach is to educate you and act as your financial coach. Together, we gather all the necessary documents and information to create your financial plan and develop an investment strategy that best suits your needs. Throughout our relationship with you, we periodically review your situation and provide you with the best recommendations possible as our goal is to provide you with a financial peace of mind.

We pride ourselves on being advisors for the current and next generation of investors. We provide our services for people of all ages and incomes. We do not require a minimum of investable assets and we customize our services to fit our clients’ specifics needs. We provide our services on a fee-only basis.

 

Additional Information

Endurance Financial Planning is a Registered Investment Advisory firm with a primary focus on financial planning. Rosa Ybarra is a CFP(R). She holds a Bachelors of Business Administration in Finance from The Univeristy of Texas - Pan American and holds a Masters of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. 

NAPFA Start Date

February 05, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1016 W La Vista, Suite D McAllen, TX 78501-5789 Phone: (956) 630 - 7231
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