Ep96: Diversified LLC

Andrew Rosen is the President of Diversified, LLC. In his role as President, he sets the strategic direction, which focuses on providing clients and employees with everything they need to achieve their goals and dreams. As a Financial Planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life and guiding them to better achieve their life goals. Andrew loves helping others by spreading his knowledge on finance, investments, and the pursuit of happiness/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, US 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 series 6, 7, and 63, along with his health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation, the CERTIFIED ESTATE PLANNER™ designation, and has been named a Five Star Best in Client Satisfaction Wealth Managerin Philadelphia and Delaware. Listen to this insightful RIA episode with Andrew Rosen about helping people live the American Dream. Here is what to expect on this week’s show: - How people need to craft a plan and then follow through with that plan to reach their life goals. - Why people must be conscious of their actions and reactions and what their implications might be. - How a little tweak can make a big difference when it comes to your finances. - Why it’s important to have a map that leads you towards your goals. - How might have to change your lifestyle to be able to reach your goals. Connect with Andrew: Links Mentioned: https://diversifiedllc.com/ Twitter https://twitter.com/DiversifiedLLC_ Facebook https://www.facebook.com/DiversifiedLLCDE LinkedIn linkedin.com/company/diversifiedllc