Todd Rosen, Crpc®, Awma®
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Todd Rosen, Crpc®, Awma® Email & Phone Number

Wealth Management Advisor at May, Bonee & Clark Financial Services
Location: West Hartford, Connecticut, United States 4 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
May, Bonee & Clark Financial Services
Role
Wealth Management Advisor
Location
West Hartford, Connecticut, United States

Who is Todd Rosen, Crpc®, Awma®? Overview

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Todd Rosen, Crpc®, Awma® is listed as Wealth Management Advisor at May, Bonee & Clark Financial Services, based in West Hartford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Todd Rosen, Crpc®, Awma®.

Todd Rosen, Crpc®, Awma® previously worked as Sr Financial Planning Consultant at Investment Advisor Representative At Voya Financial Advisors and Registered Representative at Met Life Resources. Todd Rosen, Crpc®, Awma® holds Master Of Business Administration - Mba from Nichols College.

Profile bio

About Todd Rosen, Crpc®, Awma®

With over 20yrs experience in the Financial Services industry and having worked with thousands of individuals, Todd has a deep understanding of the financial planning needs and investment strategies to best help his clients.Specializing in helping clients to answer these questions:✅How much do you need to retire?✅How to structure your retirement income?✅How would a Roth conversion affect your goals?✅What's the optimal timing for claiming your Social Security?Todd earned his Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor designations from the College of Financial Planning. He's able to combine his strong market knowledge and educational experience to help his clients pursue their financial goals.Todd lives in West Hartford with his wife, Hadley, and young children. Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.https://www.facebook.com/ToddRosenMBC

Current workplace

Todd Rosen, Crpc®, Awma®'s current company

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May, Bonee & Clark Financial Services
May, Bonee & Clark Financial Services
Wealth Management Advisor
4 roles · 24 years

Todd Rosen, Crpc®, Awma® work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Current
May, Bonee & Clark Financial Services

Glastonbury, Connecticut, United States

In coming to work for May, Bonee & Clark Financial Services, I am bringing my extensive retirement planning experience to an established, local, and well respected brand.I'm excited to have LPL Financial as my broker-dealer where I'm able to offer a wide variety of strategies to help my clients pursue their financial goals.Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with May, Bonee & Clark Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Registrations held include Series 7, 65, and 63, with LPL Financial. Registered as an LPL Investment Advisor Representative in CT. For a list of states in which I am registered to do business, please visit www.mayboneeclarkfs.com.

Aug 2022 - Present

Sr Financial Planning Consultant

Investment Advisor Representative At Voya Financial Advisors

Windsor, Ct

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Jun 2007 - Aug 2022

Registered Representative

Met Life Resources

Westboro, Ma

2003 - 2007 ~4 yrs
3 education records

Todd Rosen, Crpc®, Awma® education

Education record

Woodstock Academy
FAQ

Frequently asked questions about Todd Rosen, Crpc®, Awma®

Quick answers generated from the profile data available on this page.

What company does Todd Rosen, Crpc®, Awma® work for?

Todd Rosen, Crpc®, Awma® works for May, Bonee & Clark Financial Services.

What is Todd Rosen, Crpc®, Awma®'s role at May, Bonee & Clark Financial Services?

Todd Rosen, Crpc®, Awma® is listed as Wealth Management Advisor at May, Bonee & Clark Financial Services.

Where is Todd Rosen, Crpc®, Awma® based?

Todd Rosen, Crpc®, Awma® is based in West Hartford, Connecticut, United States while working with May, Bonee & Clark Financial Services.

What companies has Todd Rosen, Crpc®, Awma® worked for?

Todd Rosen, Crpc®, Awma® has worked for May, Bonee & Clark Financial Services, Investment Advisor Representative At Voya Financial Advisors, Met Life Resources, and American Express Financial Advisors.

How can I contact Todd Rosen, Crpc®, Awma®?

You can use AeroLeads to view verified contact signals for Todd Rosen, Crpc®, Awma® at May, Bonee & Clark Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Todd Rosen, Crpc®, Awma® attend?

Todd Rosen, Crpc®, Awma® holds Master Of Business Administration - Mba from Nichols College.

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