Rosette Morales

Senior Paraplanner

Rosette joined Keystone Wealth in January 2025 and works closely with advisers and Christine to deliver high-quality paraplanning support.

She holds a Bachelor’s Degree in Internal Auditing, giving her a strong foundation in financial analysis and auditing processes.

Outside of work, Rosette enjoys traveling and playing with her dog, as well as relaxing with Korean dramas.