Yolanda Rosich

Yolanda Rosich, CPA/PFS, CFP®, has a diverse and extensive work experience in the financial industry. Yolanda began their career at VEGA PALAU & CO. in 1983, where they worked as an Accounting, Audit, and Tax Staff member until 1986. Yolanda then joined PricewaterhouseCoopers as a Tax Manager from 1986 to 1993. Yolanda then transitioned to the Puerto Rico Treasury Department in 1993, where they served as Deputy Assistant Secretary of the Administrative Appeals Division until 1995. Yolanda then joined Banco Popular de Puerto Rico in 1995 and held various leadership roles, including Senior Vice President & Division Manager of the Wealth Management Division until 2009. In 2009, Yolanda took on the position of Senior Vice President - Investments at Popular Securities, LLC. Yolanda's experience spans multiple areas, including tax, accounting, audit, investments, and wealth management.

Yolanda Rosich, CPA/PFS,CFP® attended the University of Puerto Rico, Río Piedras, where they obtained a Bachelor's degree in Business Administration with a focus on Accounting in 1986. In addition to their degree, they hold several certifications including Certified Financial Planner™ from the CFP Board, Certified Public Accountant from the PR State Department, Life & Variable Insurance License - Producer from the Puerto Rico Insurance Commissioner, and Series 66 and Series 7 certifications from FINRA (Financial Industry Regulatory Authority).