Tricia Rosen, Cfp®, Mba, Ea Email and Phone Number
I provide comprehensive financial planning services as an independent, fee-only registered investment advisor, CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent.I have a specialized focus on retirement income and distribution planning, tax planning, investment management, and equity compensation planning using robust and highly tailored financial plan development and implementation. As a fiduciary, I put the client's needs and interests first 100% of the time. As a fee-only advisor, I do not receive commissions of any kind. I have access to the vast resources of a large national firm through my partnership with Buckingham Strategic Partners, which allows me to focus my time and attention on providing my clients with unique solutions to their retirement planning needs.I understand how important it is to plan for the future and how overwhelming it can feel. I start where ever you are now, and help you to clarify and implement your unique goals. My previous professional experiences include marketing qualified retirement plans, mutual funds and separate account investment management services for individual and institutional investors. I'm a member of the professional organizations NAPFA, FPA, and NAEA.
Access Financial Planning, Llc
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PrincipalAccess Financial Planning, Llc Jan 2017 - PresentGreater Boston Area -
Financial AnalystUnited Asset Management Corp Apr 1992 - Jul 1997Greater Boston Area
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Financial Management Development ProgramGte Service Corp. Feb 1990 - Mar 1992Hartford, Connecticut Area
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Marketing AssociateThe Putnam Companies Sep 1984 - Sep 1989Greater Boston Area
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Underwriting AssociateEhrlich-Bober And Company Sep 1982 - Sep 1984Greater New York City Area
Tricia Rosen, Cfp®, Mba, Ea Skills
Tricia Rosen, Cfp®, Mba, Ea Education Details
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Master Of Business Administration (M.B.A.) -
Bachelor Of Science (Bs)
Frequently Asked Questions about Tricia Rosen, Cfp®, Mba, Ea
What company does Tricia Rosen, Cfp®, Mba, Ea work for?
Tricia Rosen, Cfp®, Mba, Ea works for Access Financial Planning, Llc
What is Tricia Rosen, Cfp®, Mba, Ea's role at the current company?
Tricia Rosen, Cfp®, Mba, Ea's current role is Principal of Access Financial Planning, LLC | Independent fee-only financial planning firm | Tax efficient retirement planning, investment management, and equity compensation planning..
What schools did Tricia Rosen, Cfp®, Mba, Ea attend?
Tricia Rosen, Cfp®, Mba, Ea attended Bentley College - Elkin B. Mccallum Graduate School Of Business, University Of Massachusetts, Amherst, Boston University.
What skills is Tricia Rosen, Cfp®, Mba, Ea known for?
Tricia Rosen, Cfp®, Mba, Ea has skills like Series 65, Personal Finance, Income Tax, Finance, Qualified Retirement Plans, Mutual Funds, Marketing, Public Speaking.
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