Rosa joined Wealth Strategy Partners in January 2012 as the Director of Marketing. She is responsible for the marketing, communication and business development efforts of the firm. In addition to strategic business development efforts, she directs media relations, branding, advertising and website development. She manages and oversees sponsorships, events, charitable contributions, marketing training and more.
In 2014 she is leading the marketing & branding efforts with the creation of a new logo and website for WestPac Wealth Partners and Wealth Strategy Partners. Her efforts will concentrate on brand awareness, name recognition and redesign of all marketing materials.
Prior to joining the firm, Rosa managed numerous projects for one of the largest financial institutions in the state where she led branding efforts, advertising campaigns and promotional incentives. She has over 13 years of experience in the financial marketing industry and her primary focus is to increase Wealth Strategy Partners brand awareness, thought leadership eminence and client relationship. Rosa is in charge of multimedia content creator and curator, with daily oversight of the company Web site and thought leadership content. Rosa particularly enjoys project management and creating advertising content.
Rosa attended the University of Hawaii at Hilo where she graduated with a B.B.A. with emphasis in Marketing. She is an outstanding athlete and has played sports at a collegiate and international level. Rosa and her family enjoy an active outdoor lifestyle that includes hiking, biking, traveling, playing sports and gardening. She’s an active member of the United States Tennis Association and lives a happy and healthy life.