Rosalie Hirst Almenara
Pacifica Partners · Surrey, Washington
Rosalie Hirst Almenara is a fee-only financial advisor at Pacifica Partners in Surrey, Washington, who holds the CFA credential. Rosalie charges a percentage of assets and hourly fees and focuses on cross-border (US / Canada), sustainable & impact investing and family wealth transfer.
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Specialties
Who they serve
- Cross-border families
- Canadians in the US
- Multi-generational families
- Physicians
- Executives
- Retirees
Facts
| Firm | Pacifica Partners |
|---|---|
| Based in | Surrey, Washington |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Assets under management | $128.2M across 414 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 8327334 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.pacificapartners.com |
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Questions about Rosalie
Is Rosalie Hirst Almenara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rosalie holds no broker registration, and Pacifica Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rosalie charge for financial advice?
Rosalie charges a percentage of assets and hourly fees.
Does Rosalie work with clients virtually?
Yes. Pacifica Partners says on its website that it works with clients remotely.
Where is Rosalie Hirst Almenara based?
Rosalie Hirst Almenara is based in Surrey, Washington.
What does Rosalie specialize in?
Rosalie's specialties include cross-border (US / Canada), sustainable & impact investing, family wealth transfer, physicians & residents and small business owners. Rosalie works with cross-border families, Canadians in the US, multi-generational families, physicians and executives.
What credentials does Rosalie Hirst Almenara hold?
Rosalie Hirst Almenara holds the CFA credential.
Is Rosalie Hirst Almenara registered with the SEC?
Yes. Rosalie Hirst Almenara is registered as an investment adviser representative in WA (CRD 8327334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacifica Partners manage?
Pacifica Partners reports $128.2M across 414 accounts in assets under management.
How do I contact Rosalie Hirst Almenara?
Through Rosalie's website, www.pacificapartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacifica Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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