A life-long learner, Bryan Rosen has built a comprehensive wealth management practice on the foundation of a highly valued principle: giving people the knowledge and information they need to make financial decisions with confidence.
Bryan and his associates serve the investment and protection needs of individuals and their families as well as work with corporations and their employees to provide education and planning services. He works closely with each client to truly understand their needs, challenges, opportunities and goals. He then takes that knowledge and develops specific strategies that form a holistic wealth management plan. Areas of focus include retirement planning, portfolio construction and investment management, protection planning, and estate planning. He also works extensively with corporate executives and business owners to address an array of topics including business succession planning and executive compensation.
As part of his process, Bryan and his team are supported by a network of specialists available to consult on your unique needs and opportunities. They offer you access to a vast assortment of investment and protection products and platforms from industry-leading financial services organizations. Most important, Bryan and his team are dedicated to providing a superior level of service to you throughout your relationship.
In recognition of the complex issues aging individuals face, both in terms of their own portfolios and the potential impact on their extended families, Bryan has obtained key designation of Chartered Advisor for Senior Living (CASL®) which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth.
Additionally, Bryan is committed to his duty as a fiduciary to ensure there are no conflicts of interest and to act in the best interests of his clients and their beneficiaries and has achieved the designation of Accredited Investment Fiduciary (AIF®)
A graduate of the University of Rhode Island with a degree in business administration, Bryan and his wife Barbara live on Long Island with their two young daughters.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
AR Insurance Lic# 8557414
CA Insurance Lic.# 0H22374