Andrew Rosen

CFP®, CEP®
Personal Finance, Retirement, Investing
87%
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14
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“As an independent financial planner, I work closely with clients to help plan and give advice on their complex and unique situation.”
Firm:

Diversified, LLC

Job Title:

Lifelong Financial Advisor, Partner

Biography:

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience.  In his role as Financial Planner Andrew forges lifelong relationships with clients.  He coaches them through all stages of life and guides them to better achieve their life goals.   Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients.

In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics.  He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses.  In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010.

Outside of Diversified, Andrew’s number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet.  Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club.  He is a high level squash player, a runner, and very average golfer.  He also serves on both the Board of Governor at the University and Whist Club and the board of the Jewish Federation of Delaware.

Education:

BS, Finance, University of Delaware

Assets Under Management:

$400 million

CRD Number:

4722997

Disclaimer:

Securities offered through Securities Service Network, llc., Member FINRA/SIPC.  Fee-based advisory services are offered through Diversified Financial Consultants, LLC, a registered investment advisor.  If a recommendation is included in the above email, please contact me for additional investment information supporting the recommendation.

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    Investing, Stocks, Asset Allocation
1 week ago
    Financial Planning, Personal Finance
5 days ago
    Retirement Savings, Financial Planning, Retirement Living

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    Investing, Choosing an Advisor, Stocks
I am a first-time investor: what is the process for buying my first stock?
100% of people found this answer helpful

If all you are looking for is to purchase a stock and get no advise or financial planning then the move is to use an online brokerage firm.  There are plenty out there from etrade, to td ameritrade, to capital one sharebuilder.  I am unsure the cost difference between them but they make it fairly simple.  You create an account, the fund the account, then purchase a stock and quantity of your choosing.  Make sure you have the ticker symbol and know what price you want to purchase it for.  From there everything should go fairly smoothly. 

14 hours ago
    Life Insurance
Is term insurance more suitable than an indexed universal life policy for someone in their thirties with three kids?
86% of people found this answer helpful
2 weeks ago
    Personal Finance, Retirement
Should the amount you are saving for retirement impact your current quality of life?  
75% of people found this answer helpful
4 weeks ago
    Debt, Retirement, IRAs
I was laid off at 58 years old, I have substantial debt and a high mortgage payment, and my severance package will only cover these expenses for seven months; what should I do in addition to looking for a new job? 
67% of people found this answer helpful
6 days ago
    Retirement, Social Security
Is it better to wait to withdraw from your Social Security benefits and your 401(k)/457(k) account?
50% of people found this answer helpful
4 weeks ago