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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Which Purchases Are Worth the Splurge?
spending Sometimes spending a little more on quality ultimately saves you money by saving you time, improving your health or just making you happier. The trick is being able to discern which purchases make sense for you personally.
By Andrew Rosen, CFP®, CEP • Published
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How to Tell If You’re Ready for a High-Risk/High-Reward Investment
investing Ask yourself this: Can I afford to lose it all? If not, then you have a little work to do first.
By Andrew Rosen, CFP®, CEP • Published
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For a Happy Retirement, Try ‘Retirement Dating’ First
happy retirement Take advantage of the years before you punch out for the last time to do a little experimenting with your life.
By Andrew Rosen, CFP®, CEP • Published
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The Awkward Relationship Between Markets and the Economy
investing Why is the stock market doing so well during such a rough time? Well, it’s because the stock market and the economy are not the same thing.
By Andrew Rosen, CFP®, CEP • Published