Rosa Helena Ybarra| MS, CFP®
Tranquility Financial Planning, LLC
(956) 335 - 3060
- Fee-Only Financial Planning
- Free Initial Consultation/Discovery Session
- Financial Review
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- College Education Planning
- 401(k) and IRAs
- Employee Benefit Review
- Business Planning
McAllen, TX 78501
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Rosa Ybarra is a McAllen, TX Fee-Only Financial Planner serving McAllen and all surrounding areas. Tranquility Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Rosa Ybarra is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Hi, I’m Rosa Ybarra. I am one of two Senior Financial Planners with our firm. I am a Rio Grande Valley (RGV) native and University of Texas-Pan American (UTPA) alumni.
I moved back home after being a way for several years for college and work. I made the decision to move back to the RGV to help the people of my community with their personal financial planning needs. You see, many people believe that only the ultra wealthy individuals need or can afford a financial planner. With my career and experience in financial planning, I want to be able to change this belief and service clients of all ages and incomes because I strongly believe that we all need some form of financial advice regardless of our asset base and stage in life.
But let me tell you a little more about myself…
I come from a family of farmers and ranchers. As you can imagine, we depended on the weather a lot and struggled financially when the weather didn’t work in our favor. Life was tough for us and we made many financial mistakes, like falling into massive credit card debt and not having an emergency savings fund. Although at the time I didn't know that I would eventually become a financial planner, I knew deep in my heart that I wanted to change my family's financial situation and wanted to make a difference in my family’s life and community with my career and education. Since then, I became a licensed Investment Advisor Representative (IAR) and a CERTIFIED FINANCIAL PLANNER™.
Tranquility Financial Planning is located in McAllen, TX. 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.
We are a Registered Investment Advisory firm with a primary focus on financial planning.