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   Author of "Retirement Planning Guide for Beginners"

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Helping you get the most out of your money in the long run for you and your families secure future


If you’re looking for a dependable financial advisor to manage your personal financial planning, retirement savings, and more, then you’ve come to the right place. Hi my name is Sandra DeLaRosa, my experience has the know-how required to fulfill my role in the system effectively in order to help see your financial goals achieved.


 

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Retirement Savings


Whether you’re just getting started, or you’re reevaluating your assets, let me help you make the most of your retirement goals.


What we do

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Investment Management


It’s never too early to consider making investments and it’s never too late to seek professional counsel. I am here to help you get ahead.


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Financial Planning


It’s great to set goals, and even better when you can get expert assistance as you go. Let me provide the financial planning help you need.


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Estate Assistance


Estate planning is smooth and effective whenever you choose to partner with me to help see your financial goals transition well.






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Who Am I?


I am a Fiduciary, Here to Provide Unbiased and Clear Financial Advice


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This means that I am here with you from start to finish. I provide constructive feedback and expert direction in your personal financial management in a trusted, confidential manner so that you make the best judgement calls for your present and future financial security. I provide counsel in investing, retirement plans, financial management, and estate planning to help you get the most out of your money in the long run for you and your families secure future.




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NOW AVAILBLE
Author of Retirement Planning Guide for Beginners
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Notebook with financial calculations
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Large suburban house
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Charts and graphs displayed on a laptop
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Elderly couple sitting near the sea
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Why Choose Me

Trustworthy with experience that shines



I am proud to be made up of experienced financial situations not just for state and federal employees but for independent individual as well, I take stride in helping people make the best financial successful decisions about their wealth, their families, and their futures. I work for my clients not a company my goal is what is gonna work best for you and your family. I have team support from all the companies I represent comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. I am fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.


Along with that experience, I have built a solid reputation of excellence in quality of service, from my insights to my deep care for my clients. I am the ideal person brimming with the financial knowledge and insight that you need to secure your financial future.


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What Clients Say


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“I wanted to know how to budget all of my financial goals wisely, from inheritance managements to supporting causes I believe in. These guys delivered!” – Phil Philanthropist
Smiling businesswoman
“Working with Financial Advice Experts helped me set up the right savings for my kid's college fund. Thanks so much!” – Carie Cando
Smiling businesswoman
“ROTH, 401K, IRA...so many words that your team helped make sense of. I feel confident in my retirement plan now!” – Sam Savor
Smiling businessman
“I wanted to know how to budget all of my financial goals wisely, from inheritance managements to supporting causes I believe in. These guys delivered!” – Phil Philanthropist
Smiling businesswoman
“Working with Financial Advice Experts helped me set up the right savings for my kid's college fund. Thanks so much!” – Carie Cando

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  SANDRA DELAROSA CA LICENSED INSURANCE AGENT #4142527 FEDERAL RETIREMENT CONSULTANT #1774

CALL ME TODAY: 760.579-1406 OR EMAIL: SANDRA@SECURERETIREMENTANDESTATE.COM LOCATED IN ENCINITAS, CA


 Author of "Retirement Planning Guide for Beginners"


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7605791406


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Sandra@secureretirementandestate.com


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