Roseann Estrada

Roseann Estrada is the founder of Estrada Financial, where she helps individuals, families, and business owners protect their financial well-being, build lasting legacies, and prepare for the people and possibilities that matter most. Since becoming a financial advisor in 2010, she has made it her mission to give clients the knowledge and resources they need to make informed, confident financial decisions.

Roseann and her team provide personalized financial planning centered on each client’s values, needs, and goals. Through the firm’s relationships with New York Life and Eagle Strategies, clients have access to a broad range of financial solutions and specialized professional resources.

Roseann believes successful planning begins with a genuine relationship. She takes time to understand what matters most to each client, explains the reasoning behind her recommendations, and provides proactive support throughout every stage of life. Her approach is focused on educating and empowering clients so they can move forward with understanding and confidence.

A Proud Supporter of the Military Community!

As an Air Force mom and military supporter, Roseann has a personal appreciation for the unique experiences of service members, veterans, and military families. Her continuing education enables her to provide knowledgeable guidance in areas that may affect their broader financial lives, including military benefits and Social Security. She is committed to helping military-connected clients understand their options and develop strategies aligned with their families, responsibilities, and long-term goals.

Roseann’s dedication to helping families is deeply personal. After losing her mother at age 18, she recognized how profoundly a lack of financial guidance can affect a family’s future. That experience continues to inspire her to treat clients with the same care she would want for her own family.

Ready to create a financial strategy built around what matters most to you? Connect with Roseann and Estrada Financial to begin planning for the future you want to protect.

Services Include

• Financial Planning
• Military Benefits Guidance
• Retirement Income Planning
• Wealth Management
• Annuities
• 401(k) & IRA Rollovers
• Estate & Legacy Planning
• Asset Protection
• Life Insurance
• Disability Insurance
• Long-Term Care Insurance
• Business Succession Planning
• Executive Benefits
• Social Security Planning

Designations

• CLU® – Chartered Life Underwriter®
• RICP® – Retirement Income Certified Professional®

Roseann Estrada is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #15947153), AZ, CA (CA Insurance License #0I01744), CO, DE, FL, GA, LA, MD, MO, MS, NM, NV, OH, OK, OR, PA, SC, TX, UT, and WA. No insurance business may be conducted outside the states referenced. Roseann Estrada is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 821 E Southeast Loop 323 Ste 500, Tyler, TX, 75701, 903-372-4924. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, NM, OH, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Roseann Estrada is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DE, NM, OH, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced. Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.