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.