Rosa Ybarra

MS, CFP®

Tranquility Financial Planning, LLC

Financial Advisor

Rosa Ybarra

MS, CFP®

Tranquility Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rosa Ybarra, MS, CFP®

(956) 335 - 3060

Fee-Only Financial Planner located in McAllen, TX and serving clients locally and across the country

Meet Rosa Ybarra

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™.

Rosa Ybarra is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Rosa Ybarra is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Rosa Ybarra

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Office Locations:

  • 3400 N. McColl Road, Suite #16
    McAllen, TX 78501

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