Andrew Rosen

James Witner

Investment Analyst

As an Investment Analyst, James supports Diversified Lifelong Advisor’s Investment Committee and the investment side of the Lifelong Financial Planning Process. James helps in the research of investment strategy and portfolio management as well as portfolio implementation, Ad Hoc research and reporting for tax planning, retirement planning, and insurance products. James has extensive training in Thinkpipes, an options and equity trading platform offered through TD Ameritrade as well as Orion Advisor Services, a portfolio accounting and management.

James graduated from West Chester University in 2019 with a B.S. in Finance and Business Management and currently holds the series 65 license.

James currently resides in Malvern, Pennsylvania. He enjoys the outdoors, whether it be playing a round of golf or relaxing by the pool. He also enjoys rooting for Philadelphia sports teams, or complaining about them, usually the latter.



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.

50 Point Wealth Checkup

Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.

Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.