Rosa H. Ybarra
MS, CFP®
Endurance Financial Planning, LLC
Partner & Financial Planner
Rosa H. Ybarra
MS, CFP®
Endurance Financial Planning, LLC
Partner & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rosa H. Ybarra, MS, CFP®
Fee-Only Financial Planner located in McAllen, TX and serving clients locally and across the country
Rosa Ybarra is a McAllen, TX fee-only financial planner. Endurance Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rosa Ybarra is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I am Rosa Ybarra . I am part of the Endurance Financial Planning Team and am one of two financial planners at our firm. Our main office is located in McAllen, TX and we serve clients all across the Rio Grande Valley, the state, the U.S. and Mexico.
Rosa is a CERTIFIED FINANCIAL PLANNER™. She is a Partner of Endurance Financial Planning and is a Financial Planner. She serves clients of all ages and income levels with a focus on wealth management and comprehensive financial planning services.
She holds a Bachelor’s degree in Business Administration in Finance from The University of Texas-Pan American (UTPA) and a Masters of Science in Personal Financial Planning from Texas Tech University. She has worked in various areas of the financial industry, beginning with the Southern District Office of the U.S. Treasury Department – Office of the Comptroller of the Currency (OCC) and as the Director of Client Services for a Wealth Management firm in San Antonio, TX.
Rosa H. Ybarra is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Our firm, Endurance Financial Planning (EFP), is a FEE-ONLY financial planning firm located in McAllen, TX. 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rosa Ybarra is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rosa Ybarra is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Rosa Ybarra is Quoted in the Wall Street Journal: "Advisers Step Up Efforts to Root Out Elder Financial Fraud"
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Rosa Ybarra is Quoted on CBS News - Moneywatch: "7 year-end tax moves to consider now"
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Rosa Ybarra is Quoted in US News and World Report: "How Super Savers Max Out Their Retirement Accounts"
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Rosa Ybarra is quoted in Financial Planning Magazine: "Keep your practice simple, but compelling"
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Rosa Ybarra is Quoted in Financial Planning Magazine: "Buy E&O insurance with prior acts coverage"
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Rosa Ybarra is Quoted on ValleyCentral.com: "Tax filing season begins"
Contact Rosa H. Ybarra
Office Locations:
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2400 N. 10th Street
Suite B
McAllen, TX 78501
