• 20+ years as a Certified Financial Planner
  • Expert in writing about financial planning topics, such as life insurance, for Investopedia
  • Former adjunct professor of finance


Richard Rosen is a financial planner who helps his clients create roadmaps to managing their assets. His experience in finance extends to small businesses. In his career, he has been involved on the ground floor through to the selling of two small companies, and been a consultant on other startup ventures. In addition, Richard has been an adjunct professor, teaching both graduate and undergraduate courses in finance and investment management.