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Profile

Roselyn Siino, CFP®
Most of my time is spent chasing after my toddler! I also enjoy spending time with my husband and dining out at any of the fabulous restaurant options the city has to offer.
“It takes as much energy to wish as it does to plan.” --Eleanor Roosevelt
I loved all of the cities in Italy I’ve seen, but Venice was truly a unique place to visit. Paris is on the top of my list as well.
I worked as a retail associate at a children’s clothing store the summer I turned 16.
A photographic memory!
About Roselyn
- Objective: Roselyn's goal is to provide comprehensive financial planning services to our clients.
- Snapshot: Rosie is a CERTIFIED FINANCIAL PLANNER™ professional and brings over 10 years of experience in the wealth management industry.
Experience
- Associate Wealth Manager, Waypoint Wealth Partners
- Financial Planner, Mosaic Financial Partners
- Wealth Planning Associate, Wells Fargo Private Bank
Education
- M.S. in Financial Planning, Golden Gate University
- B.Sc. in Finance, Santa Clara University
Affiliations & Boards
- Certified Financial Planner™ practitioner (CFP®)
- Member, Financial Planning Association, San Francisco
- Member, Financial Women of San Francisco
