Rosa Helena Ybarra

Employer firm

Endurance Financial Planning, LLC CRD 305583

$102M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 10/2019
  Tranquility Financial Planning, Llc
  Mcallen, TX
• 10/2019 → Present
  Endurance Financial Planning, Llc
  Mcallen, TX
• 10/2019 → Present
  Interactive Tax Planning Llc
  Mcallen, TX
• 11/2019 → Present
  Rosewood Financial Consulting Llc
  Mcallen, TX
• 01/2019 → 01/2023
  Hidalgo County Appraisal District
  Edinburg, TX
• 01/2018 → 05/2020
  Pendergrass, Johnson & Smith Services
  Dallas, TX

Previous Registrations

• 2016-05-17 → 2019-12-31
  Tranquility Financial Planning
  Mcallen, TX
  Mcallen, TX
• 2013-04-18 → 2016-05-12
  Imperium Wealth Management, Llc
  San Antonio, TX

Other Businesses

(1) Interactive Tax Planning, LLC (2) NO (3) 1016 W. La Vista Ave, Suite D McAllen, TX 78501 (4) To prepare tax returns and advice clients on personal tax matters (5) Tax Preparer (6) Tax Preparer & Owner (7) 10/12/2019 (8) 15 hours/month (9) 0 hrs (10) Tax Preparation and Tax Planning Services (1) Rosewood Financial Consulting, LLC (2) NO (3) 1016 W. La Vista Ave, Suite D McAllen, TX 78501 (4) Company used to manage individual payroll and business activities (5) Owner (6) Owner (7) 11/11/2019 (8) 2 hours/month (9) 0 hrs (10) Personal Financial & Management duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-17

Designations

• Certified Financial Planner