Rosa Helena Ybarra
Investment adviser representative at Endurance Financial Planning, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$101.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rosewood Financial Consulting LLCNov 2019 to now
- Endurance Financial Planning, LLCOct 2019 to now
- Interactive Tax Planning LLCOct 2019 to now
- Hidalgo County Appraisal DistrictJan 2019 to Jan 2023
- Pendergrass, Johnson & Smith ServicesJan 2018 to May 2020
- Tranquility Financial Planning, LLCMay 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Endurance Financial Planning, LLC
$101.8MAssets managed
596Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6156422
- Firm CRD
- 305583