Tricia Rosen, Cfp®, Mba, Ea

Tricia Rosen, Cfp®, Mba, Ea Email and Phone Number

Principal of Access Financial Planning, LLC | Independent fee-only financial planning firm | Tax efficient retirement planning, investment management, and equity compensation planning. @ Access Financial Planning, LLC
Tricia Rosen, Cfp®, Mba, Ea's Location
Newburyport, Massachusetts, United States, United States
About Tricia Rosen, Cfp®, Mba, Ea

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.

Tricia Rosen, Cfp®, Mba, Ea's Current Company Details
Access Financial Planning, LLC

Access Financial Planning, Llc

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Principal of Access Financial Planning, LLC | Independent fee-only financial planning firm | Tax efficient retirement planning, investment management, and equity compensation planning.
Tricia Rosen, Cfp®, Mba, Ea Work Experience Details
  • Access Financial Planning, Llc
    Principal
    Access Financial Planning, Llc Jan 2017 - Present
    Greater Boston Area
  • United Asset Management Corp
    Financial Analyst
    United Asset Management Corp Apr 1992 - Jul 1997
    Greater Boston Area
  • Gte Service Corp.
    Financial Management Development Program
    Gte Service Corp. Feb 1990 - Mar 1992
    Hartford, Connecticut Area
  • The Putnam Companies
    Marketing Associate
    The Putnam Companies Sep 1984 - Sep 1989
    Greater Boston Area
  • Ehrlich-Bober And Company
    Underwriting Associate
    Ehrlich-Bober And Company Sep 1982 - Sep 1984
    Greater New York City Area

Tricia Rosen, Cfp®, Mba, Ea Skills

Series 65 Personal Finance Income Tax Finance Qualified Retirement Plans Mutual Funds Marketing Public Speaking

Tricia Rosen, Cfp®, Mba, Ea Education Details

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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