At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
Our Team
Andrew Rosen is the President of Diversified, LLC. In his role as President, he sets the strategic direction, which focuses on providing our clients and employees with everything they need to achieve their goals and dreams.
As a Financial Planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life and guiding them to better achieve their life goals.
Andrew loves helping others by spreading his knowledge on finance, investments, and the pursuit of happiness/fulfillment. He writes nationally recognized, weekly blog posts on these topics and is a regular contributor to Kiplinger and Forbes. Andrew has been published in The Wall Street Journal, Barron's, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, along with many other publications.
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 health/life insurance licenses and CERTIFIED FINANCIAL PLANNER™ designation and the CERTIFIED ESTATE PLANNER™ designation.
Outside of Diversified, Andrew resides in West Chester, Pennsylvania where his number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. He also is a member of the DuPont Country Club where he is an extremely average golfer.
David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan and works closely with other industry professionals to bring the clients' financial plan to completion-all in an effort to give the client the best possible service and peace of mind.
David graduated in 2007 from the University of Delaware with a B.S. in Leadership and continued his industry education by obtaining the CERTIFIED FINANCIAL PLANNER™ designation.
Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing golf and resides in Philadelphia, Pennsylvania with his wife, Alicia, their son Mason and daughter Sloane.
331709
PKS
SEI, Charles Schwab, Fidelity
Individual Investors, Businesses
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning
Yes
Yes
Yes
I have a clean record
I have a clean record
CFP®
Series 65
Long Term Care, Variable Annuity, Life, Health, Annuity, Accident
Bonds, Options & Futures, Mutual Funds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Our Office, Phone, Email, Your Home, Video Conference, Our Offices
Fee-Based
$250,000
Based on Assets
Varies based on individual client situations and asset level.
1500
1400
1,900,000,000
1500
1400
1400
$250000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
How do you charge for your services?
What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://diversifiedllc.com/wp-content/uploads/2022/03/Part-2A-Current-Version.pdf
Additional Detailed Disclosures
Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA.
