Andrew Rosen, CFP®, CEP

Andrew Rosen, CFP®, CEP

President, Partner and Financial Adviser, Diversified, LLC

In March 2010, Andrew Rosen joined Diversified Lifelong Advisors, 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 | Twitter: @AndrewRosen_CFP

Here’s What to Do with the Money Left Behind in Old 401(k) Accounts
Looking through a magnifying glass at a $100 dollar bill hiding in grass
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
Parents and a small child brush their teeth together.
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
A young man on the job.
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
An exit sign shows the image of a man running toward a door.
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
An illustration of two fingers decorated as a bride and groom wearing masks.
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
A woman holds many shopping bags and looks miffed.
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?
Price tags dangling from a woman's finger
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
Man with parachute jumping out of a plane
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