Andrew Rosen, CFP®, CEP

In March 2010, Andrew Rosen joined the Diversified team, 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 | Website: www.lifelongadvisors.com