Meet
Rosie
Our Mentors are the real humans who are available to answer your personal finance queries and quandaries. We know that money is personal and finding the right person to talk to can be daunting. So let's get to know Rosie Wright.
Name:
Rosie Wright
Credentials:
Accredited Financial Counselor, Tax Preparer, MBA
Mentor
Years of Experience:
23
Language(s):
English
Make your money make sense before you try to make more of it.
Quick Bio
Rosie Wright is an entrepreneur, accredited financial counselor, Tax Preparer, military spouse, mom and owner of Student Financial View. Her goal is to help people focus on their professional future while allowing her to handle the burden of their financial decisions.
Her years as a financial counselor, financial aid advisor and numerous positions in banking led her to help others for life as an adult. She remembers the financial decision she made in college that required a few years of correcting her mistake.
She is currently pursuing her CPA license.
Approach
I know most people aren’t financial experts—and that’s okay. My approach is about guiding clients through what they don’t know they don’t know, in a way that’s clear, supportive, and judgment-free. I focus on education and real-life strategies, so they feel confident managing their finances.
FUN FACT
I have a twin sister.
