Sarah Rosas

Sarah Rosas Email and Phone Number

Real Estate Broker and Retirement Specialist @ Precise Financial Solutions
Sarah Rosas's Location
Port Charlotte, Florida, United States, United States
Sarah Rosas's Contact Details

Sarah Rosas personal email

n/a

Sarah Rosas phone numbers

About Sarah Rosas

Sarah Rosas is a versatile finance and real estate connoisseur who is passionate about revolutionizing the way clients navigate their investment journey. With an impressive background and a wealth of experience, she possesses the unique ability to conjure out-of-the-box strategies and guide clients through the intricate world of retirement planning and real estate investing with unrivaled precision. Sarah is dedicated to ensuring that each decision is tailored to individual goals, providing personalized solutions that deliver exceptional results.Throughout her career, Sarah has built a diverse professional portfolio and achieved remarkable success in the real estate industry. For over a decade, she helmed a flourishing technology and communication e-commerce enterprise, leading her team to thrive in this competitive market. Her exceptional communication prowess, relentless dedication, and unwavering commitment to outstanding customer service have played a pivotal role in addressing the unique requirements of couples and individuals during their golden years.Fluent in both Spanish and English, Sarah places great importance on empowering her clients with clear information and resources to make smart, well-informed choices for a secure and tranquil retirement. She believes that effective communication is the key to success, enabling her to bridge any language barriers and ensure her clients' needs are met to the highest standard.Sarah's educational background includes a bachelor's degree from St. Catherine University, where she also excelled as an athlete during her college years. Her remarkable achievements extend beyond her professional life, as she actively devotes her time to forging a better future. Sarah fervently believes in serving her community and generously offers her time to empower individuals with knowledge on crucial topics such as maximizing social security, principles of retirement, and other essential financial and real estate know-hows.If you are seeking a dedicated, knowledgeable professional to guide you on your investment journey, connect with Sarah Rosas today. Experience firsthand the expertise and passion she brings to every client interaction, and discover the transformative impact she can have on your financial future.

Sarah Rosas's Current Company Details
Precise Financial Solutions

Precise Financial Solutions

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Real Estate Broker and Retirement Specialist
Sarah Rosas Work Experience Details
  • Precise Financial Solutions
    Managing Partner
    Precise Financial Solutions Jul 2021 - Present
    United States
    -Guide clients through the retirement planning process, understanding their unique needs and goals. Develop comprehensive retirement plans that align with their financial objectives and risk tolerance.-Identify and analyze the risks that retirement assets can be exposed to, such as market risk, tax risk, longevity risk, inflation, and mortality. Develop strategies to minimize these risks and protect clients' retirement savings.-Create tailored financial strategies that encompass tax planning, estate planning, and college funding. Ensure strategies are aligned with clients' short-term and long-term retirement goals.-Educate clients about retirement planning concepts, options, and strategies. Empower them with the knowledge to make informed decisions regarding their retirement savings and financial security.-Assist clients in developing income strategies that provide a sustainable and reliable source of income throughout their retirement years. Evaluate options such as annuities, Social Security optimization, and other retirement income sources.-Maintain long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve. Conduct periodic reviews to reassess strategies, make necessary adjustments, and ensure clients stay on track to meet their retirement goals.-Stay up-to-date with relevant laws, regulations, and industry best practices pertaining to retirement planning. Ensure compliance with all applicable financial regulations and standards.
  • Blu Realty
    Real Estate Broker
    Blu Realty Jul 2021 - Present
    Port Charlotte, Florida, United States
    -Acquire and build a client base through networking, referrals, and marketing efforts.-Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.-Create compelling property listings and leverage various marketing channels to attract potential buyers or tenants.-Stay updated with local market trends, conduct market analysis, and provide accurate pricing recommendations.-Guide clients through the negotiation process, representing their interests to achieve favorable terms and conditions.-Manage contracts, legal documents, and coordinate with professionals to ensure a smooth transaction process.-Lead and mentor a team of real estate agents, setting sales targets and fostering a collaborative work environment.
  • Global Teck Worldwide, Inc
    Operations Manager
    Global Teck Worldwide, Inc Jun 2010 - Present
    Florida, United States
    -Develop and implement inventory management strategies to optimize stock levels, minimize stockouts, and reduce excess inventory.-Monitor inventory levels, perform regular stock counts, and analyze data to identify trends, demand patterns, and potential inventory discrepancies.-Coordinate with suppliers and internal stakeholders to maintain accurate inventory records, track stock movements, and resolve any inventory-related issues.-Collaborate with the procurement team to ensure timely replenishment of inventory and manage relationships with vendors.-Collaborate with product development and marketing teams to identify private label product opportunities aligned with company objectives and market demands.-Manage the end-to-end production process, including product formulation, packaging design, sourcing of raw materials, and manufacturing.
  • Global Teck Worldwide, Inc
    Customer Service Manager & Web Designer
    Global Teck Worldwide, Inc Jun 2010 - Jan 2013
    Minneapolis, Mn
    - Provide quality customer service to customers inquiring about products, availability and status oforder over the phone and through online help desk- Recommend solutions within customer budgets and proactively follow up with all leads and exceedsales goals- Provide solution to complex customer service and improve customer satisfaction- Excel in building and developing sales/technical support team- Conduct and improve training programs to educate staff about products, policies, and procedures- Diagnose, troubleshoot, and resolve hardware and connectivity issues- Prepare and present projects to improve strategies to higher management
  • Smith And Smith Construction And Design
    Interior Design Specialist
    Smith And Smith Construction And Design Jun 2016 - Present
    Florida, United States
  • Century 21®
    Licensed Realtor
    Century 21® Sep 2019 - Aug 2021
    Florida, United States
  • Children'S Hospitals And Clinics Of Minnesota
    Clinical Research Associate
    Children'S Hospitals And Clinics Of Minnesota Jun 2014 - Aug 2021
    Greater Minneapolis-St. Paul Area
  • Neighborhood Healthsource Clinics
    Community Health Obesity And Diabetes Prevention Coordinator
    Neighborhood Healthsource Clinics Jan 2013 - Aug 2021
    Minneapolis, Mn
    - Supervise outreach staff and delegate projects and activities within the community- Prepare budget plan and allocation of funds for each program-Recruit and enroll adult patients into clinical studies -Assist with data collection and submitting quarterly progression reports-Supply sites with materials and provide training -Help identify and address barriers to participation and retention for the clinical study-Provide community education on nutrition, exercise and healthy lifestyle classes for youth and adults-Establish partnerships and provide targeted outreach to the North/Northeast Minneapolis communities to participate in various NHS and grant supported healthy lifestyle programming
  • Re/Max
    Licensed Realtor
    Re/Max Jan 2018 - Aug 2020
    Denver, Colorado
    Assist clients with purchasing & selling homes in a professional manner
  • Hennepin County Medical Center
    Research Associate
    Hennepin County Medical Center May 2011 - May 2013
    Minneapolis, Mn
    -Collaboration with research team/medical staff in enrolling patients to various ongoing clinical research studies-Participation in data collection and entering information to database for academic research projects-Observation of practice of Emergency Medicine-Learned methodology of clinical research and participation in innovating medical practice
  • Children’S Hospital
    Volunteer
    Children’S Hospital Jun 2008 - Nov 2011
    Saint Paul, Mn
    -Assisted Child Life and nursing staff in fostering a play environment for patients and siblings (newborn to adolescent)-Engaged children in activities including painting, drawing, and reading-Comforted and visited children in playroom or patient room
  • Best Buy
    Sales Assosicate
    Best Buy Sep 2006 - Sep 2011
    Edina, Mn
    - Provide quality customer service to guests- Created sales strategies and sold computers- Trained new employees

Sarah Rosas Skills

Customer Service Sales Retail

Sarah Rosas Education Details

  • Saint Catherine University
    Saint Catherine University
    Biology, General

Frequently Asked Questions about Sarah Rosas

What company does Sarah Rosas work for?

Sarah Rosas works for Precise Financial Solutions

What is Sarah Rosas's role at the current company?

Sarah Rosas's current role is Real Estate Broker and Retirement Specialist.

What is Sarah Rosas's email address?

Sarah Rosas's email address is sa****@****max.com

What is Sarah Rosas's direct phone number?

Sarah Rosas's direct phone number is +161281*****

What schools did Sarah Rosas attend?

Sarah Rosas attended Saint Catherine University.

What are some of Sarah Rosas's interests?

Sarah Rosas has interest in Children.

What skills is Sarah Rosas known for?

Sarah Rosas has skills like Customer Service, Sales, Retail.

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