Rosa H. Ybarra
ENDURANCE FINANCIAL PLANNING
Mcallen, TX 78501
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CRD#: 6156422
Professional summary
Rosa Helena Ybarra, CFP® is a registered financial advisor currently at ENDURANCE FINANCIAL PLANNING, LLC located in Mcallen, Texas.
Rosa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rosa has worked at 3 firms and has passed the Series 65 exam.
Biography
Endurance Financial Planning is a Registered Investment Advisory firm with a primary focus on financial planning. Rosa Ybarra is a CFP(R). She holds a Bachelors of Business Administration in Finance from The Univeristy of Texas - Pan American and holds a Masters of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Entrepreneurs
Federal Employees
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Interactive Tax Planning, LLC (2) NO (3) 1016 W. La Vista Ave, Suite D McAllen, TX 78501 (4) To prepare tax returns and advice clients on personal tax matters (5) Tax Preparer (6) Tax Preparer & Owner (7) 10/12/2019 (8) 15 hours/month (9) 0 hrs (10) Tax Preparation and Tax Planning Services (1) Rosewood Financial Consulting, LLC (2) NO (3) 1016 W. La Vista Ave, Suite D McAllen, TX 78501 (4) Company used to manage individual payroll and business activities (5) Owner (6) Owner (7) 11/11/2019 (8) 2 hours/month (9) 0 hrs (10) Personal Financial & Management duties
CRS (Client Relationship Summary) - RIA
Click below to view Rosa Helena Ybarra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
October 29, 2019 - Present
ENDURANCE FINANCIAL PLANNING, LLC
Office #1: 2400 N 10th St. Suite B, Mcallen, TX 78501RIA
CRD#: 305583
Mcallen, TX
Past
May 17, 2016 - December 31, 2019
TRANQUILITY FINANCIAL PLANNING
RIA
CRD#: 281032
MCALLEN, TX
Past
April 18, 2013 - May 12, 2016
IMPERIUM WEALTH MANAGEMENT, LLC
RIA
CRD#: 159148
SAN ANTONIO, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/10/2022)
IAR
Texas(10/29/2019)
Current Firm
ENDURANCE FINANCIAL PLANNING, LLC
ENDURANCE FINANCIAL PLANNING, LLC
CRD#: 305583 / SEC#:
California
Registered Investment Advisory firm - (5/10/2022 Approved)Texas
Registered Investment Advisory firm - (10/23/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2400 N 10th St. Suite B, Mcallen, TX 78501
Mailing Address
Phone number
(956) 630-7231
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 1,028 |
| AUM (Assets Under Management) | $ 75,412,873 |
Red Flags
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Company Information
ENDURANCE FINANCIAL PLANNING, LLC
CRD#: 305583Mcallen, TX 78501TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
