Roselyn Siino, CFP®
Associate Wealth Manager
Roselyn Siino is a CERTIFIED FINANCIAL PLANNER™ professional and brings over 10 years of experience in the wealth management industry. She particularly enjoys working with young families and helping them feel secure in their present and future financial lives.
Prior to joining Waypoint Wealth Partners, Rosie spent the majority of her career working in wealth planning and private banking for a large national bank here in San Francisco. She most recently worked as a Financial Planner at an independent investment advisory firm here in San Francisco.
Rosie holds a Master of Science in Financial Planning from Golden Gate University, and a Bachelor of Science in Finance from Santa Clara University. She is a member of the Financial Planning Association and Financial Women of San Francisco.
What do you enjoy most about your role as an Associate Wealth Manager?
I enjoy finding ways to simplify financial management for our clients; whether it’s sending a friendly reminder to accomplish something on their “to do” list, or helping our clients better understand their financial picture.
What makes you proud to be a part of the Waypoint team?
I enjoy working at Waypoint because everyone here has a “client first” attitude. We always want to provide excellent service and genuinely want to do what is best for our clients.
What professional accomplishment are you most proud of?
Completing the Master’s program in Financial Planning and passing the CFP® exam.
What do you love to do outside of work?
When I’m not at work, most of my time is spent chasing after my toddler son, Lucca! I also enjoy spending time with my husband and dining out at any of the fabulous restaurant options the city has to offer. I love to travel and have had some great travel experiences to look back on. Some of my favorite destinations include Italy (Rome, Venice, Cinque Terre, Florence, Pisa, Tuscany, and Sicily), Paris, London, and the Baltic region. I have a list of many other places I would like to visit in the future!
Education, Credentials and Affiliations:
- B.Sc. in Finance, Santa Clara University
- M.S. in Financial Planning, Golden Gate University
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Member, Financial Planning Association, San Francisco
- Member, Financial Women of San Francisco