Rose Castaneda

Client Relationship Manager/Partner

Central Coast, California

Rose oversees administrative, account services and trading teams to ensure operations run smoothly and each team is informed and supported. She’s also responsible for billing, tech adoption/implementation/training, and she doubles as a project manager for firm-wide activities.
During her five years in the financial services industry, Rose has worked in administration, account services and trading. This varied experience gives her an understanding of how EP Wealth Advisors operates, as well as how the firm’s departments interact and reinforce one another. Rose also has played key roles in transitioning portfolio management tools and CRMs, which has honed her project-management, public-speaking, training and problem-solving skills
Rose holds a B.S. in Political Science with an emphasis on legal studies and formerly was a certified paralegal—all through California State University, Chico. She is actively pursuing her CERTIFIED FINANCIAL PLANNER™ (CFP®) credential through the Dalton Education program at Pepperdine Graziadio Business School.
Growing up in Bishop, CA, Rose developed a love of the outdoors. So it’s no surprise hiking, visiting beaches and snowboarding are some of her favorite activities.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Life insurance can be one of the most...

If you are divorced, you may be...

During divorce, your date of separation...

A QDRO is a legal tool to divide...