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Will Rosen

CFP®
Personal Finance, Investing, Small Business
87%
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Articles
4
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“As a Certified Financial Planner, Will Rosen is dedicated to helping individuals and their businesses achieve their goals through comprehensive financial planning and education. ”
Firm:

BRIX Wealth Management

Job Title:

Vice President

Biography:

Born and raised in Charleston, South Carolina, Will is dedicated to helping individuals and their businesses achieve their goals through comprehensive financial planning and education. While constantly furthering his own education, Will obtained his Certified Financial Planner designation as well as an Advanced Degree in Financial Planning from New York University and B.A. in Political Science from Trinity College. Early in his career Will achieved the Super Starter award for exceptional business development.

A lifelong athlete, he was an All New-England lacrosse player at St. George’s School and The Gunnery. He is now a struggling golfer and devoted fan of the Carolina Panthers. An adventure enthusiast, he spent six months attempting to surf while travelling between Australia, New Zealand, and Southeast Asia.

Will currently calls Manhattan home and enjoys working with clients all over the country to bring clarity and simplicity to their many complex financial needs.

Education:

BA, Political Science, Trinity College
Advanced Degree, Financial Planning, New York University

Assets Under Management:

$20 million

CRD Number:

6477487

All Articles
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April 2018

All Answers
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    ETFs, Starting Out
What kind of securities might comprise a typical inverse exchange-traded fund (ETF)?
57% of people found this answer helpful

Inverse ETFs would contain derivatives that aim to perform opposite the market. It is basically an index ETF that increases in value when the correlating index falls. For example, the Short DOW 30 ETF (DOG) increases when the DJIA index falls. These types of ETFs might contain futures, swaps, options, etc. 

The primary risk of these ETFs other than positive market performance is illiquidity. Very few people hold these securities, and when they do it is typically for a short period of time.

March 2018
    Investing
How can a self-employed single mother begin investing with $100 to $700?
33% of people found this answer helpful
March 2018
    Investing, Stocks, Starting Out
I am 14 years old and I want to work in the financial industry in the future; what resources do you recommend if I want to learn more about markets and finance?
33% of people found this answer helpful
March 2018
    401(k)
Does my employer's matching contribution count towards the maximum I can contribute to my 401(k) plan?
33% of people found this answer helpful
March 2018
    Retirement, Pensions, Social Security, 401(k), IRAs, Retirement Plans
Which account should I draw from first, my 401(k) or Roth IRA?
25% of people found this answer helpful
March 2018