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Will Rosen

CFP®
Personal Finance, Investing, Small Business
86%
Helpful
14
Answers
1
Articles
4
Followers
“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

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    Debt, Investing, Asset Allocation, Choosing an Advisor, IRAs
Which of areas of business should I consider going into if I want to invest funds in a business instead of the market?
22% of people found this answer helpful

This is a great question, and one with endless potential answers and opinions. The first steps we suggest when deciding to start a business is asking yourself the following questions:

  • Why are you deciding to start the business?
  • What liquid capital do you have available?
  • What do you know how to do and what are your skills?
  • Are you willing to quit your primary job?
  • If the business fails, will you be ok?

These questions should help you narrow down your selections at least a little bit. The next step we recommend is running a SWOT analysis on your participation in each business in order to detrmine the risk/ reward.

 

March 2018
    IRAs, Real Estate
What form do I use to take the exemption for using IRA funds to purchase my first-time home?
March 2018
    IRAs
Can an individual contribute to both a Roth IRA and a Traditional IRA in the same year?
0% 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
    IRAs, Stocks
As long as my recently opened Roth IRA account is funded, can I purchase equities with the funds at any time?
March 2018