Bryan A. Rosen, CFP®, ChFC®, CASL®, AIF®

Bryan and his colleagues serve individuals and families as well as corporations and their employees to provide education and planning for their investment and protection needs. He works closely with clients to understand their needs, challenges, and goals and develops specific strategies that form a holistic wealth management plan. Areas of focus include retirement planning, portfolio design and wealth management, protection planning, and estate planning. He also works with corporate executives and business owners to address topics that include business succession planning and executive compensation.

Bryan and his team are supported by a network of specialists that provide clients with access to a broad range of investment and protection products from industry-leading financial services organizations. Dedicated to continually enhancing his expertise, Bryan believes strongly in the value of ongoing education and has earned several advanced professional designations. He obtained the CFP® certification, reflecting his commitment to comprehensive financial planning and the highest professional standards. He has also earned the Chartered Financial Consultant® (ChFC®) designation, signifying advanced knowledge in financial planning, insurance, income taxation, retirement, investments, and estate planning. In addition, Bryan holds the Chartered Advisor for Senior Living (CASL®) designation, which prepares financial advisors to guide clients from middle age through retirement while assisting with the preservation and transfer of wealth. Bryan is also committed to upholding his fiduciary duty—ensuring there are no conflicts of interest and always acting in the best interests of his clients and their beneficiaries—and has achieved the Accredited Investment Fiduciary (AIF®) designation.

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 License # 8557414

CA Insurance License # 0H22374