Andrew Rosen, CFP®, CEP
In March 2010, Andrew Rosen joined Diversified, bringing with him nine years of financial industry experience. As financial planner, Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their goals. Andrew consistently delivers high-level, concierge service to all clients. He also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly and Yahoo Finance.
In 2003, Andrew graduated from the University of Delaware with a BS in finance and a minor in economics. He has obtained 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 every year since 2010.
Phone: 302.765.3500 | Email: andrew@diversifiedllc.com (opens in new tab) | Website: www.Diversifiedllc.com (opens in new tab) | Twitter: @AndrewRosen_CFP (opens in new tab)
Latest articles by Andrew Rosen, CFP®, CEP
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The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail
stocks Time after time it bounces back in the face of all sorts of disasters. Here’s why the stock market has proven to be so resilient, and how investors should respond (or not) when times are tough.
By Andrew Rosen, CFP®, CEP • Published
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What Does the Delta Variant Mean for Your Investments?
Coronavirus and Your Money As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic or knee-jerk reactions. Here’s why.
By Andrew Rosen, CFP®, CEP • Published
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Here’s What to Do with the Money Left Behind in Old 401(k) Accounts
401(k)s First off, don’t lose track of it! You’d be surprised how many people forget about their old 401(k)s.
By Andrew Rosen, CFP®, CEP • Last updated
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Why the Bitcoin Craze Is Just Another Fad
cryptocurrency You’ve heard the buzz about Bitcoin, and you want in. Really? Why? Is it because you understand and believe in the long-term value of cryptocurrency, or is this merely the fear of missing out talking? Here are some warning signs I see to stay away from Bitcoin.
By Andrew Rosen, CFP®, CEP • Last updated
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Here's How to Foster Good Financial Habits in Your Children
personal finance Your kids are learning money habits from you, whether you realize it not, so try to set a good example and find ways to directly involve them in your financial life.
By Andrew Rosen, CFP®, CEP • Last updated
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How to Make the Most of Your Finances in Your 30s
personal finance It’s easy to get caught up in the day-to-day challenges of a burgeoning career, friends and family life, but your 30s are the perfect time to get your finances running smoothly.
By Andrew Rosen, CFP®, CEP • Last updated
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Divorce Happens: Planning Steps You Need to Know
Divorce If your marriage is strained, it’s not a bad idea to explore some of the basic steps you’d need to take to make a smooth exit. Planning ahead of time in case of divorce can make things easier on everyone involved.
By Andrew Rosen, CFP®, CEP • Published
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A Marriage Starter Plan for Finances: Even If You’re Late to the Party
personal finance Of course, the sooner the better, but it’s never too late for couples to get on the same page financially. Here are some points to discuss ASAP.
By Andrew Rosen, CFP®, CEP • Published
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How to Tell Whether You Can (or Should) Splurge on a Luxury Purchase
personal finance Think hard before you buy that sports car, RV or other dream item. There are other places where your money could serve you much better. Here’s how to evaluate whether a splurge works for you, and what you might be giving up.
By Andrew Rosen, CFP®, CEP • Published