Rosie Brown had an academic background in finance as well as experience with multiple facets of the wealth management industry when she joined EP Wealth Advisors in 2022. Rosie grew up in Torrance, CA. She attended Marymount California University prior to transferring to Colorado State University, where she received a Bachelor's Degree in Business Management with an emphasis in Finance & Accounting. Before becoming part of the EP Wealth team, Rosie worked for AssetMark Trust Co. as an Advisor Relationship Manager with over 30 advisors turning directly to her for guidance. She also was an office manager and bookkeeper at a local financial planning firm in Fort Collins, CO for several years. During her free time in Colorado, Rosie competed in rodeos with her horse, Wyoming Bold Kay, an AQHA chestnut mare. Now finishing up a Master of Science Degree in Personal Financial Planning, she lives in Torrance and enjoys her free time at the beach or in the mountains with her two dogs, Vancouver and Qui.
Colorado State University, Master of Science Degree in Personal Financial Planning
Colorado State University, B.A. in Business Management with an emphasis in Finance & Accounting