Andrew Rosen

CFP®, CEP®
Personal Finance, Retirement, Investing
91%
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120
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7
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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, Career / Compensation
February 2018
    Investing, Stocks, Asset Allocation
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    Career / Compensation, Stocks, Investing
February 2018
    Retirement Savings, Financial Planning, Retirement Living

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    Retirement, Social Security, Investing, 401(k)
Should we sell our investments and move our money into cash accounts?
100% of people found this answer helpful

I am not a fan of letting market volatility dictate you going to cash as it is almost always a bad decision.  The market timing game is a fickle monster and I don't recommend playing it.  Rather I think your best bet is to address your asset allocation.  I would work with someone to help you figure out the needs in more detail and the amount of dollars you should allocate to less volatile asset classes like bonds.  This is something we talk to all our retired clients about as this will structure your assets not to have to react to markets and provide you the comfort and piece of mind that your dollars will be there when you need it.  There is a good chance you both live into your 90's and I'd hate for you to not experience the growth potential of stocks on some of your dollars to help combat inflation.  Happy to answer anything else or help in any way necessary.

3 weeks ago
    Social Security, Annuities, Mutual Funds, Insurance
How can I invest my Social Security monthly benefits to gain the most growth?
100% of people found this answer helpful
3 weeks ago
    Financial Planning, Asset Allocation
What is a recommended amount to keep in our emergency fund?
100% of people found this answer helpful
3 weeks ago
    Retirement, Social Security, Retirement Plans
What are the benefits of waiting until full retirement age if I can comfortably live off of Social Security benefits now?
86% of people found this answer helpful
3 weeks ago
    Investing, 401(k), Choosing an Advisor, Real Estate
I am 63 years old, I have $840,000 in a 401(k), and I've been renting my entire life; is it a good investment decision to buy a house now?
79% of people found this answer helpful
last month