Rose "Zia" Sunman, CFA, is a dedicated financial advisor committed to empowering clients to achieve their financial goals with clarity and confidence. Drawing upon a strong foundation from the University of New Mexico, Zia specializes in providing tailored strategies to individuals and organizations, with a particular expertise in non-profit management. She understands the unique challenges and opportunities within the sector, enabling her to offer insightful guidance on financial planning, investment management, and endowment strategies. Zia believes in building lasting relationships based on trust and transparency, helping her clients navigate the complexities of the financial landscape. Outside of finance, Zia expresses her creativity as a professional-level flamenco guitarist.
💡 Fun Fact: I am a professional-level flamenco guitarist.
