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. Learn more about Andrew and request press or speaking engagements here.

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.