Andrew Rosen, CFP®, CEP®
Helping people achieve lifelong wealth & happiness | Fiduciary Financial Advisor
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Serving Clients Nationwide
Helping people achieve lifelong wealth & happiness | Fiduciary Financial Advisor
Areas of Focus
- Education Funding
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Owning a Business
- Retirement Planning
- Social Security
- Taxes
About Andrew Rosen, CFP®, CEP®
Andrew Rosen is President and Partner at Diversified LLC, where he leads the firm's long-term vision, advisor growth strategy, and integrated client service model. He works closely with leadership across wealth management, tax, insurance, and retirement planning to help deliver comprehensive financial guidance to individuals, families, and business owners.With more than 20 years of experience in the financial services industry, Andrew focuses on building a scalable, advisor-driven platform that enhances both client outcomes and firm growth. His leadership is centered on developing advisors, strengthening client relationships, and advancing Diversified's mission of providing coordinated, long-term financial planning.
Leadership and Experience
Andrew's leadership at Diversified LLC is centered on:
▪️ Driving the firm's long-term strategy and growth
▪️ Developing and mentoring financial advisors
▪️ Delivering integrated financial planning across wealth, tax, and insurance
▪️ Enhancing client experience
▪️ Supporting individuals, families, and business owners with complex planning needs
Andrew specializes in firm strategy, advisor development, and integrated financial planning, helping align the firm's wealth, tax, and insurance services into a cohesive client experience.
Credentials and Professional Affiliations
▪️ CFP®
▪️ CEP®
Background
Andrew loves helping others by spreading his knowledge on finance, investments, and the pursuit of happiness and 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, U.S. 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 and life insurance licenses, along with the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED ESTATE PLANNER™ designations.
Outside of Diversified, Andrew resides in West Chester, Pennsylvania, where his number one passion is spending time with his wife, Jessica, and his children, Aviva, Isabella, and Emmet. Their family enjoys spending time at the Jersey Shore and traveling together. Andrew is also a member of the Greenville Country Club, where he is an avid tennis player.
Personal and Philosophy
Andrew is committed to helping clients and advisors navigate complex financial decisions through a coordinated, long-term planning approach. His focus is on building lasting relationships and delivering advice that aligns with each client's goals, values, and evolving financial needs.
Professional Designations
- Certified Estate Planner (CEP)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
3705 Concord Pike, Wilmington, DE 19803
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Diversified, LLC
We help individuals and families build, preserve, and transfer wealth through integrated retirement planning, tax strategy, estate coordination, and investment management.Diversified LLC is a fiduciary financial advisory firm serving clients nationwide with offices across multiple states. Our tax-aware, long-term planning approach is designed to simplify complex financial decisions and guide you confidently through every stage of life.
Our Services
✔️ Financial Planning
Through our streamlined Lifelong Wealth Planning Process, we'll help you uncover and identify what makes you happy so you can set goals and we can plan your finances around what brings you joy.
✔️ Investment Management
Our 6 step Lifelong Investment Philosophy is designed to tailor your investments to your specific financial plan. Our CIO and investment committee is dedicated to your investment strategy from day 1, and they're always available for your questions.
✔️ Comprehensive, Lifelong Guidance
Our goal is to have everything you need under one roof – from your financial advisor, investment manager, tax professionals, estate planners, insurance and mortgage professionals – anyone that would make your life more convenient. If there's something you need to make your life easier, we'll help you get it.
Who We Serve
At Diversified, it's our goal to have everything you need for Lifelong Wealth under one roof - from comprehensive financial planning and investment management, to tax planning and insurance services, at all stages of your life.
▪️ Pre-Retirees or Retirees
▪️ Transitional Life Phases
▪️ Executives & Professionals
▪️ Families & Generational Wealth
▪️ Business Owners
▪️ Nonprofits
Why Diversified
Choosing a financial advisor is likely one of the most important decisions you'll make. At Diversified, we strive to combine fiduciary responsibility, tax-aware planning, and long-term relationship management to help deliver advice built around your life — not a product.
Education
University of Delaware, Bachelor of Science (B.S.), Finance
Hobbies and Interests
- Family
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Private Foundations & Organizations
- Widow
- Young Families
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