Sara Rosso
Associate Financial Planner
San Diego Metropolitan Area United States
Summary
🤩
Rockstar🎓
Top SchoolSara Rosso is an Associate Financial Planner and CFP®-qualified professional who blends two decades of senior product and marketing leadership in tech with a planning-first, fiduciary approach to help clients organize finances and make actionable decisions. She specializes in comprehensive plan development, cash-flow and retirement analysis, and scenario modeling, translating complex financial concepts into plain language and clear next steps. Sara runs Betterfy You, a practical financial education site focused on women and couples, and volunteers as a pro bono mentor to expand financial literacy beyond paid work. Her background leading product, GTM, and growth teams at companies like Automattic and HubSpot informs a systems-oriented, customer-first style of financial guidance that emphasizes measurable outcomes. Based in San Diego, she combines strategic business acumen with hands-on client discovery to create plans that reflect what people truly value.
12 years of coding experience
19 years of employment as a software developer
MBA, Managing Innovation & Technology, Leading People & Organizations, MBA, Managing Innovation & Technology, Leading People & Organizations at Santa Clara UniversityB.B.A., Management Information Systems, B.B.A., Management Information Systems at Texas A&M UniversityCertificate Program, Certified Financial Planner, Certificate Program, Certified Financial Planner at Northwestern University
English, Italian, Spanish
Github Skills (10)
wordpress10
nodejs10
javascript10
redux10
react10
security8
java5
android5
mobile4
api1
Programming languages (5)
Github contributions (5)
Automattic/Documattic
Apr 2014 - Mar 2015
WordPress presentations and resources shared by WordPress.com VIP
Contributions:45 commits, 11 PRs, 12 pushes in 11 months
wordpress
WordPress/WP-Reasons
Dec 2015 - Oct 2016
A public domain marketing flyer/brochure about the reasons to use WordPress, brought to you by some members of the WordPress community.
Contributions:9 commits, 7 PRs, 8 pushes in 10 months
wordpress
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