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. Andrew 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 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 his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.
Wealth is a good thing. Lifelong wealth is even better.
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.
General Information |
| Firm Start Year: | 1982 | |
| No. of Employees: | 20-49 | |
| Name of Broker/Dealer: | PKS |
| Name of Custodial Firm: | SEI Private Trust Co, TD Ameritrade, |
| Number of Years with Current Firm: | 10 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Planning |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Mortgages & Real Estate, Insurance, Mutual Funds, Annuities, Options & Futures, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Email, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Life, Health |
Firm Information |
| Firm's Number of Clients: | 1000 |
| Firm's Number of Managed Clients: | 700 |
| Assets Managed by Firm: | 1,000,000,000 |
| Advisor's Number of Clients: | 1000 |
| Advisor's Number of Managed Clients: | 300 |
| Advisor's Number of Planning Clients: | 300 |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | Varies |
| Additional Details on Charges: | Varies based on individual client situations and asset level. |
| Minimum Fee Charged for Managed Accounts: | N/A |
Education |
| BS in Business Administration - Finance | University of Delaware
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| Bachelor's Degree | University of Delaware
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Financial Services |
| Financial Planning for Businesses
When it comes to the financial facets of your commercial enterprise, we mean business. As a business owner, your life is complex. There are countless demands on your time. You have multiple priorities and crises that need attention. At Diversified, we understand the significant responsibilities you assume in your leadership position. We work to make the process of protecting your business as hassle-free, efficient, and effective as possible. |
| Financial Planning for Individuals
We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources. |
| Portfolio Management
The heart of investment planning isn't asset allocation or rates of return - it's you. At Diversified, we believe every great investment strategy should begin with a clear understanding of your goals, timeframes, and risk tolerance. How well the plans we create allow you to meet your short- and long-term term objectives is a measure of our success, and we take that responsibility seriously. When you rely on the knowledgeable experts at Diversified, we're with you for the long haul. Ready to make a smart investment in your future? |
| Retirement Planning
We all look forward to the day we can retire. It means sleeping in, traveling to exotic destinations, or spending time with loved ones. Whatever your vision of a perfect retirement, you deserve it. Your path to lifelong security starts here. When you choose Diversified, you're the architect of your own retirement. We're there to apply our expertise to deliver results. Ready to create your rewarding retirement? We're always here for you. |
| 401K Rollovers
The heart of investment planning isn't asset allocation or rates of return - it's you. At Diversified, we believe every great investment strategy should begin with a clear understanding of your goals, timeframes, and risk tolerance. How well the plans we create allow you to meet your short- and long-term term objectives is a measure of our success, and we take that responsibility seriously. When you rely on the knowledgeable experts at Diversified, we're with you for the long haul. Ready to make a smart investment in your future? |
| Insurance Planning
Are you protecting the things that matter most? Life is filled with unpredictable possibilities and unexpected events. Accidents happen and people get sick. Facing these difficult truths is essential to building a secure financial future for you and your loved ones. Protecting your family by planning for the unforeseen is vital for your peace of mind. At Diversified, we believe your insurance needs are a key component of your overall financial plan. |
| Estate Planning & Trusts
You work your whole life to build something enduring. Wouldn't it be wise to ensure maximum value of the estate you leave as testament to your labors? At Diversified, estate planning is much more than just confirming your will is in place and identifying your assets. We work to eliminate the uncertainties and confirm your wishes are honored as you pass your legacy on to future generations. For us, it's about making sure your loved ones are provided for in a way that's meaningful for you and for them. |
| Tax Advice and Services
As Benjamin Franklin famously said, "Nothing is certain except death and taxes." No one likes paying taxes. Fortunately, there are a number of strategies to keep Uncle Sam from raiding your wallet. Because the laws surrounding taxes are complicated and change frequently, seeking professional guidance is a smart move. At Diversified, we take tax planning seriously. We even have an in-house CPA with significant expertise in local, state, multi-state, and federal tax regulations to devise cohesive tax-savings strategies to benefit you today and down the road. |
| Education Funding and Planning
Saving for college and paying for it are two vastly different things. It's no secret college financial planning is growing more complicated. With higher education costs (now frequently exceeding $60,000 per year), there's a lot on the line and choices can be overwhelming. At Diversified, we're here to help unravel the complexities, allay your concerns, and develop workable solutions to achieve the educational funding you need. |
| Investment Advice & Management
The heart of investment planning isn't asset allocation or rates of return - it's you. At Diversified, we believe every great investment strategy should begin with a clear understanding of your goals, timeframes, and risk tolerance. How well the plans we create allow you to meet your short- and long-term term objectives is a measure of our success, and we take that responsibility seriously. When you rely on the knowledgeable experts at Diversified, we're with you for the long haul. Ready to make a smart investment in your future? |
Disclosures |
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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 |
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Additional Detailed Disclosures |
Disclaimer |
| 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. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 7:30 AM - 5:30 PM |
| Tue. | 7:30 AM - 5:30 PM |
| Wed. | 7:30 AM - 5:30 PM |
| Thu. | 7:30 AM - 5:30 PM |
| Fri. | 7:30 AM - 4:00 PM |
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