Andrew Rosen

Andrew S. Rosen, CFP®

Lifelong Financial Advisor, Partner

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience.  In his role as Financial Planner Andrew forges lifelong relationships with clients.  He coaches them through all stages of life and guides them to better achieve their life goals.   Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients.

In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics.  He continued his industry education by obtaining 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 in Philadelphia and Delaware every year since 2010.

Outside of Diversified, Andrew’s number one passion is spending time with his beautiful wife, Jessica, and two amazing daughters, Aviva and Isabella.  Andrew resides in Wilmington, Delaware where he is a member of the DuPont Country Club.  He is a high level squash player, a runner, and very average golfer.  He also serves on both the Board of Governor at the University and Whist Club and the board of the Jewish Federation of Delaware.

Andrew Rosen Linked In

Phone: 302-765-3500 ext 4
E-mail: Andrew@lifelongadvisors.com

50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

A Team of Caring Professionals

We’re dedicated to lifelong relationships.

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2200 Concord Pike, Suite 104
Wilmington, DE 19803

Phone: 302.765.3500