Analyst

Rosa joined FMB Wealth Management as an intern in 2017. Prior to FMB, she worked as a researcher and an outreach assistant at CSU Channel Islands. Rosa is an avid volunteer.  She is constantly looking for ways to give back to her community. Each year she spearheads the local Science Carnival. She also teaches in underserved communities about the many opportunities for students who decide to pursue a higher education. Rosa obtained her Bachelor of Science degree in Mathematics with a concentration in Computer Science at CSU Channel Islands.

The FMB Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...