Rosewood Family Advisors Employee Directory

Q: What is Rosewood Family Advisors known for?

Rosewood Family Advisors was founded in 2019. Rosewood Family Advisors operates in the Financial Services industry.

Q: How many employees does Rosewood Family Advisors have currently?

Rosewood Family Advisors has approximately 64 employees.

Financial ServicesCalifornia, United States51-200 Employees

Rosewood Family Advisors provides a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning. Our integrated suite of services is customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. We assist in developing solutions for every phase of our client’s financial matters.

Find Rosewood Family Advisors employees' phone numbers or email addresses

Rosewood Family Advisors Global Highlights

North America
69

United States Of America
69

Rosewood Family Advisors's Leadership

K. B.
Partner
Mobile Phone
Email
E. H.
Director Of Grants And Operations
Mobile Phone
Email
P. M.
Accounting Manager
Mobile Phone
Email
C. C.
Tax Manager
Mobile Phone
Email
Y. C.
Accounting Manager
Mobile Phone
Email
G. S.
Senior Accounting Manager
Mobile Phone
Email
T. N.
Tax Manager
Mobile Phone
Email
M. C.
Accounting Manager
Mobile Phone
Email

Rosewood Family Advisors Employee Metrics

100%

50%

2026

2025

2024

Banking
Accounting
Business
Recruiting
Administrative
Other

Contact profiles from Rosewood Family Advisors

Name

Title

Contact Info

Location

Last Update

K. B.
Partner
Mobile Phone
Email
Oct 18, 2024
E. H.
Director Of Grants And Operations
Mobile Phone
Email
United States
Feb 23, 2024
P. M.
Accounting Manager
Mobile Phone
Email
Bay
Feb 23, 2024
C. C.
Tax Manager
Mobile Phone
Email
Bay
Nov 14, 2025
Y. C.
Accounting Manager
Mobile Phone
Email
Bay
Nov 18, 2025
G. S.
Senior Accounting Manager
Mobile Phone
Email
United StatesOregon
Sep 11, 2025
T. N.
Tax Manager
Mobile Phone
Email
United States
Dec 10, 2024
M. C.
Accounting Manager
Mobile Phone
Email
United States
Sep 09, 2025
C. B.
Tax Senior
Mobile Phone
Email
Nov 17, 2025
K. K.
Senior Accountant
Mobile Phone
Email
Bay
Sep 10, 2025

Frequently Asked Questions

What is Rosewood Family Advisors known for?

Rosewood Family Advisors was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 2475 Hanover Street, Suite 100. Explore Rosewood Family Advisors's company overview page for more information.

What is Rosewood Family Advisors's most common email format?

Rosewood Family Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rosewood Family Advisors email formats with LeadIQ.

How many employees does Rosewood Family Advisors have currently?

Rosewood Family Advisors has approximately 64 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Rosewood Family Advisors's key employees and leadership?

As of January 2026, Rosewood Family Advisors's key employees include:

Partner: K. B.
Director Of Grants And Operations: E. H.
Accounting Manager: P. M.
Tax Manager: C. C.
Accounting Manager: Y. C.

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