Sarah Rosas, ChFC®
President/Senior Financial Advisor

Sarah Rosas, ChFC®, is passionate about helping pre-retirees and retirees feel confident and prepared as they step into the next chapter of life. As President and Senior Financial Advisor at Precise Financial Solutions, she focuses on clear education, personalized guidance, and practical strategies that make retirement planning easier to understand and less overwhelming.

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Sarah serves her clients as a fiduciary, meaning she is legally and ethically committed to putting their best interests first at every step of the planning process. Holding the Chartered Financial Consultant (ChFC®) designation—one of the most comprehensive advanced financial planning credentials—she brings specialized training in retirement income planning, tax-efficient strategies, investments, and estate planning coordination. She utilizes this expertise to guide clients through key decisions such as 401(k) rollovers, pension options, Social Security timing, and protecting their legacy.

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Her diverse background in finance, real estate, and technology allows her to create comprehensive, realistic plans tailored to each client’s unique goals. Fluent in both English and Spanish, Sarah is committed to making financial guidance accessible, relatable, and empowering for the individuals and families she serves. She also volunteers in the community, teaching workshops on retirement, Social Security, and financial literacy.

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When she’s not working with clients, Sarah enjoys quality time with her family, an active lifestyle, meaningful community involvement, and exploring new places through travel.

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Above all, Sarah believes retirement should be a time of peace, joy, and security—and she is dedicated to helping her clients prepare, protect, and prosper with confidence.