Theresa M. Rosen,  CFP<sup>&reg;</sup> - Financial Advisor

Theresa M. Rosen, CFP®

CLTC

President/Founder

Prudence Financial, Inc.

365 Boston Post Rd, Ste 203
Sudbury, MA 01776
FINANCIAL ADVISOR'S WEBSITE
(978) 443-2411

General

Theresa Rosen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudence Financial, Inc. in Sudbury, MA and the surrounding communities.

Financial Advisor Overview

WHO WE ARE: Prudence Financial, Inc. founded by Theresa M. Rosen, CFP in January 1998. Theresa has been a CFP since March 1991, and has been servicing individuals and small businesses with their retirement and overall financial planning needs since July 1986. Theresa Rosen is a graduate of Northeastern University and has a degree in Finance and Marketing. In addition to having earned the CFP designation, she is also series 7, series 6, series 63 licensed, as well as licensed in life/accident and health insurance with the state of Massachusetts.

PHILOSOPHY: Prudence Financial Inc. was founded with the premise of promoting prudent, disciplined and systematic approaches to the financial planning process for people who are concerned about establishing a secure financial foundation for themselves, their families, and or their businesses. "As a client of our firm, you will receive dedicated professional attention to your particular financial needs and concerns. We are there to help you reach your financial planning goals in the most caring, effective, and efficient manner possible."

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Financial Advisor Experience

Theresa M. Rosen, CFP has been helping her clients since 1986. Theresa started out in the 403b market, helping various employees of the public schools save for their retirement in these tax-deferred plans. To this day Theresa specializes in this area, and has since gained further expertise as a retirement, investment, and tax-planning specialist.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Series 6, 63; Series 7, Certified Long Term Care Life, Health and Variable annuity Insurance license

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources