Rosa joined Regina Beatty’s team in April 2022 as Senior Practice Coordinator. Prior to joining Heritage, Rosa was with Lincoln Financial Advisors for 10 years as an Operations Administrator serving 3 of their Pittsburgh offices. She received the FPQP designation, Financial Paraplanner Qualified Professional, in 2019 and has experience in mortgage banking, insurance, financial planning, and staff coordination training. Rosa takes pride in the relationships she forms with clients and is always available for them. In her free time, Rosa enjoys spending time with family, hosting events, and trips to the beach.
- Financial Paraplanner Qualified Professional (FPQP)