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WIB: Andrea Roseli — From Single Mom to Financial Strategist
- 5 days ago
- 4 min read
There’s something powerful about the beginning of a new year. It’s a natural pause where reflection meets intention. It’s when we ask better questions, set smarter goals, and commit to doing things differently. And there’s no better way to start the year than with women who don’t just talk about financial confidence, but they live it, build it, and teach it.
As a financial expert myself, I know that real money conversations aren’t about spreadsheets alone… they’re about life, legacy, and the freedom to move through the world with less fear and more certainty. That’s why highlighting women like Andrea Roseli feels especially fitting right now.
Andrea isn’t just a financial coach. She’s a single mother of three, a guide for women navigating complex money decisions, and someone who understands firsthand how deeply finances are woven into every stage of life from survival to stability to long-term security.
A Career Rooted in Real Life
Andrea’s path into finance wasn’t something she mapped out from childhood. Like many women, it found her at a pivotal moment during a divorce, while raising three children, and after stepping away from the workforce to be present for her family.
What she discovered was an uncomfortable truth many women face: time spent caregiving often isn’t valued as experience. After years away from her career, Andrea found herself hearing “no” again and again not because she lacked intelligence, education, or work ethic, but because her résumé didn’t reflect the full picture of her capabilities.
That turning point led her into the financial industry, first as a client, then as a professional. What began as a practical decision became a calling. Andrea brought with her something that can’t be taught in textbooks: empathy, perspective, and a deep understanding of what financial stress actually feels like.
Serving Women Where They Are
Andrea’s work centers on full financial planning, with a strong focus on women, especially mothers and single moms, who want peace of mind knowing their families are protected.
Her philosophy is that money should make life easier, not heavier.
That means helping clients put life insurance in place, so children are cared for. It means building savings plans that work in real life. And it means meeting women where they are whether that’s starting with $100 or managing seven-figure portfolios.
She’s never been driven by chasing “big” clients. Instead, she’s built her business by prioritizing education, protection, and long-term security and the growth followed naturally. She recently achieved a million under management and now well on her way to her next goal of ten million!
A Shift Toward Retirement and the Bigger Picture
Recently, Andrea has noticed her business evolving. While she built her career helping people get started on their financial journeys, she’s now working with more clients who are stepping into or nearing retirement.
This shift has opened up a new layer of complexity and purpose. Retirement planning isn’t just about numbers; it’s about pacing, longevity, and making sure the next chapter doesn’t come with financial anxiety.
It’s also been a learning experience personally. Like many women, Andrea discovered details about Social Security, divorce, and retirement eligibility that she was never taught; insights she now passes on to her clients, so they don’t have to learn the hard way.
Navigating a Male-Dominated Industry as an Introvert
One of Andrea’s greatest challenges and quiet strengths is that she’s an introvert working in a male-dominated financial industry.
Rather than trying to out-perform louder voices, she’s chosen to build her own lane. Andrea doesn’t believe in aggressive sales tactics or transactional networking. She leads with connection, collaboration, and service. She trusts that meaningful relationships create better outcomes than pressure ever could.
Her approach to networking is intentional: build relationships first, offer value, and let trust do the rest. It’s a philosophy that resonates deeply with women who want guidance without judgment or intimidation.
The Mindset That Changed Everything
One of Andrea’s most impactful mindset shifts personally and professionally is transformative:
Instead of saying “I can’t afford it,” she asks, “How can I?”
That reframing has become a cornerstone of her work and her life. It moves herself and her clients out of scarcity mindset and into possibility not just with money, but with goals, growth, and decision-making.
Why She Keeps Going
Like many women building businesses while raising families, Andrea’s motivation is deeply personal. Her children are her “why.”
She believes in modeling perseverance, follow-through, and resilience. Even on the hardest days, she keeps going because she wants her children to see what it looks like to commit, adapt, and finish what you start.
A New Way to Talk About Money
As technology and social media have reshaped how we connect, Andrea has been intentional about how she shows up. She understands that finances are deeply personal and that not every woman wants to broadcast her life online to get help.
Instead, Andrea is exploring smaller, more intimate ways to hold money conversations one-on-one and in thoughtfully designed small groups where women feel safe asking questions, learning, and supporting one another.
Her vision is to normalize money conversations without pressure, shame, or overwhelm, especially as more women step into wealth, inheritances, and retirement planning.
Words for Women on the Same Path
Andrea is honest about entrepreneurship: it requires thick skin, patience, and a willingness to ride the highs and lows. Success isn’t linear and neither is confidence.
Her advice? Stay in it. Feel the hard moments, then keep moving forward.
Connect with Andrea Roseli
Email: aroseli@ensureserenity.com
Instagram: https://www.instagram.com/ensureserenity
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