Roselyn Siino ’03 has recently joined Mosaic Financial Partner’s wealth management team. Roselyn is a CFP who has been contributing her advice and knowledge to the wealth management industry for the past 10 years and is very excited to be continuing her career with Mosaic.
Roselyn Siino comes to Mosaic with a decade of experience in the wealth management industry, most recently working with Wells Fargo Private Bank and Merrill Lynch Trust Company. She has done a great deal of work helping high net worth clients understand and navigate complex financial planning topics such as cash-flow analysis, insurance and education funding needs, employee stock options and estate planning. Rosie is a CFP professional, has a Master of Science in Financial Planning from Golden Gate University, and a Bachelor of Science in Finance from Santa Clara University. She is a member of the Financial Planning Association and Financial Women of San Francisco.
“I am happy to be joining Mosaic Financial Partners because I believe that financial planning should be done in a holistic way. The advisors at Mosaic Financial Partners get to know the client as a person and provide individualized financial planning and customized advice to each client. This deep understanding of a client’s goals and objectives allows Mosaic Financial Partners to devise an investment strategy that is suitable to each client’s particular needs. I am looking forward to working with our clients and am thrilled to be joining a wonderful team of people.”
A native San Franciscan, Rosie enjoys traveling, jogging, dining out at one of San Francisco’s many restaurants, catching a performance of the opera, symphony, or favorite musician in town, cheering on her home teams of the San Francisco 49ers and San Francisco Giants, and spending time with her family.