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Krista Rosen
Joined C+M in 1995

Krista began her career with Security Pacific Bank in the management training program. After two and a half years, she left banking to join Touche Ross & Company (later Deloitte & Touche, LLP) as a staff accountant wanting to pursue her interest in the area of personal, estate, and trust taxation. She was with Deloitte and Touche for eight years rising to the position of tax manager.

Krista initially joined C+M in1995 working with high-net-worth individuals, trusts, and estates. She worked for C+M for three years and then during tax season while raising her three children. She most recently was the chief financial officer for the home office of a private equity investor based in San Francisco. She returned to C+M in the fall of 2013.

Krista is married and has three children. On weekends, she likes to hike and go mountain biking and road biking.

PRACTICE AREAS:
High Net Worth Individuals
Estates and Trusts
Private Foundations
CREDENTIALS:
Certified Public Accountant, California
Bachelor of Arts in Economics, University of California - Berkeley
Master of Science in Tax; Golden Gate University
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