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 (15)
wordpress10
nodejs10
javascript10
api10
react10
redux10
wordpress-plugin9
vip7
security7
android6
marketing6
java6
mobile3
intranet3
scaling2
Programming languages (5)
Github contributions (5)
Automattic/Documattic
Apr 2014 - Mar 2015
Contributions:45 commits, 11 PRs, 12 pushes in 11 months
wordpresswordpress-pluginvip
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
flyerbrochurepublic-domainwordpressdomain
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