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Meet
Meet The Team
Sarah Rosas
Managing Partner, Precise Financial Solutions
Sarah Rosas, a versatile finance, and real estate connoisseur, on a mission to revolutionize the way clients navigate their investment journey. Her impressive background not only fuels her ability to conjure out-of-the-box strategies but also equips her to guide clients through the intricate world of financial management with unrivaled precision, ensuring each decision is tailored to individual goals and risk appetites.
With a diverse professional portfolio, Sarah is a powerhouse in the realms of real estate, finance, and technology. Her decade-long experience in spearheading a thriving tech and communication e-commerce venture reflects her expertise in fields like financial management, investments, marketing, and sales. Sarah’s acumen for product and inventory management, as well as financial analysis, cements her as a versatile and accomplished leader
Sarah’s exceptional communication prowess, relentless dedication, and commitment to outstanding customer service guide her team in addressing the unique financial requirements of couples and individuals during their golden years. Fluent in Spanish and English, Sarah ensures her clients are empowered with clear information and resources to make smart, well-informed choices for a secure and tranquil retirement. Sarah’s brilliance extends beyond her career milestones as she fervently engages in community enrichment activities. She generously volunteers to educate the public on pivotal financial topics such as retirement and social security. Furthermore, her altruistic endeavors encompass collaborations with esteemed non-profit entities and healthcare institutes.
Riley McCulley
Case Analysis & Design
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Dawn Rybak
Chief Compliance Officer
Sal Velazquez
Chief Marketing Officer