Rose Mata is a dedicated Legacy Advocate committed to helping individuals and families protect what matters most. A proud Sonoma County native, she spent several years living in the beautiful Bay Area before returning home to raise her five children alongside her husband.

Since 2020, Rose has devoted her career to guiding clients through life's most important financial and planning decisions. As a Notary Public, Realtor®, Licensed Life Insurance Agent, and Estate Planner, she offers a well-rounded perspective that helps families safeguard their assets, preserve their legacy, and prepare confidently for the future.