Andrew Rosen, CFP®, CEP

Andrew Rosen, CFP®, CEP

President, Partner and Financial Adviser, Diversified, LLC

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 | Website: www.Diversifiedllc.com | Twitter: @AndrewRosen_CFP

The Great Change! (Is COVID Leading to Life Changes?)
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personal finance

The Great Change! (Is COVID Leading to Life Changes?)

When people stream in asking for help making major changes in their jobs, families and goals all in the pursuit of happiness, it makes you wonder what…
September 7, 2022
Finding the Right Financial Planner During a Recession
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Financial Advisers

Finding the Right Financial Planner During a Recession

Navigating your way through a financial downturn takes resolve and know-how. Having the right person at your side during this touchy time could be cri…
July 25, 2022
Savvy Strategies for Your Health Savings Account
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health savings accounts

Savvy Strategies for Your Health Savings Account

HSAs are a super tax-advantaged way to save for health care expenses if you have a high-deductible health plan. So what are you waiting for?
June 14, 2022
Should You Consider a Roth Conversion While the Market is Down?
A woman holds several shopping bags with the words "sale" repeated in red on them.
Roth IRA Conversions

Should You Consider a Roth Conversion While the Market is Down?

Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conve…
May 16, 2022
Interest Rates are Rising – What This Means for Your Bank Account
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personal finance

Interest Rates are Rising – What This Means for Your Bank Account

First of all, when we say, “the Fed raised interest rates,” that’s a bit of a misnomer.
May 4, 2022
Budgeting Basics for Wealth, Health and Happiness
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personal finance

Budgeting Basics for Wealth, Health and Happiness

Maybe not everyone needs a budget, but just about all of us can benefit from one. Here are the basics on why budgeting is important and how to get sta…
February 27, 2022
No Need to Panic: Social Security Is NOT Running Out
A retired man gasps with a panicked look on his face.
social security

No Need to Panic: Social Security Is NOT Running Out

Yes, Social Security is undergoing some changes, including a possible reduction in benefits in the not-too-distant future – but the checks won’t stop …
November 18, 2021
The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail
Rocks balance on a teeter-totter, with one end higher than the other.
stocks

The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail

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 sh…
October 7, 2021
What Does the Delta Variant Mean for Your Investments?
A woman in a business suit wearing a mask looks out an office window.
Coronavirus and Your Money

What Does the Delta Variant Mean for Your Investments?

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. …
August 23, 2021
Here’s What to Do with the Money Left Behind in Old 401(k) Accounts
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401(k)s

Here’s What to Do with the Money Left Behind in Old 401(k) Accounts

First off, don’t lose track of it! You’d be surprised how many people forget about their old 401(k)s.
July 25, 2021
Why the Bitcoin Craze Is Just Another Fad
A balloon with a bitcoin symbol on it is in danger of being popped with a needle.
cryptocurrency

Why the Bitcoin Craze Is Just Another Fad

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, …
July 1, 2021
Here's How to Foster Good Financial Habits in Your Children
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personal finance

Here's How to Foster Good Financial Habits in Your Children

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 …
June 25, 2021
How to Make the Most of Your Finances in Your 30s
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personal finance

How to Make the Most of Your Finances in Your 30s

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…
June 2, 2021
Divorce Happens: Planning Steps You Need to Know
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Divorce

Divorce Happens: Planning Steps You Need to Know

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 …
March 3, 2021
A Marriage Starter Plan for Finances: Even If You’re Late to the Party
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personal finance

A Marriage Starter Plan for Finances: Even If You’re Late to the Party

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.
January 6, 2021
How to Tell Whether You Can (or Should) Splurge on a Luxury Purchase
A woman ponders fancy TVs
personal finance

How to Tell Whether You Can (or Should) Splurge on a Luxury Purchase

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 …
December 10, 2020
Don’t Buy This: Top 20 List of Things That Aren't Worth the Money
spending

Don’t Buy This: Top 20 List of Things That Aren't Worth the Money

Buyer’s remorse is real, and if you purchase any of these 20 items, chances are you’ll get to experience it firsthand.
December 9, 2020
Which Purchases Are Worth the Splurge?
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spending

Which Purchases Are Worth the Splurge?

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…
November 5, 2020
How to Tell If You’re Ready for a High-Risk/High-Reward Investment
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investing

How to Tell If You’re Ready for a High-Risk/High-Reward Investment

Ask yourself this: Can I afford to lose it all? If not, then you have a little work to do first.
October 2, 2020
For a Happy Retirement, Try ‘Retirement Dating’ First
happy retirement

For a Happy Retirement, Try ‘Retirement Dating’ First

Take advantage of the years before you punch out for the last time to do a little experimenting with your life.
September 4, 2020
The Awkward Relationship Between Markets and the Economy
investing

The Awkward Relationship Between Markets and the Economy

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.
July 3, 2020