Rosa
Ybarra

Endurance Financial Planning, LLC

CRD#6156422
Investment Advisor
in Mcallen, TX

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About this Advisor

Rosa Ybarra is a financial advisor based in Mcallen, Texas, working with Endurance Financial Planning, LLC. Rosa has previously held positions at Endurance Financial Planning, LLC, Interactive Tax Planning LLC, Rosewood Financial Consulting LLC, Hidalgo County Appraisal District, Pendergrass, Johnson & Smith Services, Tranquility Financial Planning, LLC, and Imperium Wealth Management LLC. Rosa has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Rosa is part of Endurance Financial Planning, LLC, which operates out of Mcallen, Texas.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Office Location

2400 N 10Th St. Suite B
Mcallen, TX 78501

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Rosa Ybarra Work History

2019 - Present (6 years)

Endurance Financial Planning, LLC

2019 - Present (6 years)

Interactive Tax Planning LLC

2019 - Present (6 years)

Rosewood Financial Consulting LLC

2019 - 2023 (4 years)

Hidalgo County Appraisal District

2018 - 2020 (2 years)

Pendergrass, Johnson & Smith Services

2016 - 2019 (3 years)

Tranquility Financial Planning, LLC

2012 - 2016 (4 years)

Imperium Wealth Management LLC

Disclosures

Please visit the SEC profile of Rosa Ybarra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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