Isabella Rose
Education
- Westmont College: Bachelor of Arts in Business and Economics
- The Colleges of Law – Santa Barbara Campus: currently completing a Master’s in Business, Law, and Technology
Client Services Administrator
Isabella Rose joined Monarch in 2026 with a background in business, bookkeeping, and administrative support, along with a genuine love of learning. She brings an organized, detail-oriented approach to supporting clients and advisors, and is committed to delivering exceptional service through clear communication, professionalism, and a willingness to grow.
Curious by nature, Isabella enjoys digging in until she understands the “why” behind the work, whether she is mastering a new system or pursuing her master’s degree. That curiosity fuels her interest in the fiduciary field, where she hopes to help people feel informed and supported through life’s transitions.
Isabella believes compassion and empathy are just as important as technical skill. She approaches every interaction with patience, warmth, and care, so clients feel heard and confident, whether she is handling day-to-day requests or supporting the administrative side of a plan.
Drawing on experience in customer service, event coordination, and human resources, Isabella enjoys building strong relationships and takes pride in being a dependable, approachable point of contact. She is proud to be part of Monarch’s mission to serve clients with integrity and care.
Outside the office, Isabella loves reading, researching psychology, cooking, and spending time with friends doing anything outside and active.