Tricia  Rosen,  CFP<sup>&reg;</sup> - Financial Advisor

Tricia Rosen, CFP®

Principal

Access Financial Planning, LLC

11 Blueberry Circle
Andover, MA 01810
FINANCIAL ADVISOR'S WEBSITE
(978) 237-5833 CONNECT WITH Tricia
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

General

Tricia Rosen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Access Financial Planning, LLC in Andover, MA and the surrounding communities.

Financial Advisor Overview

I provide comprehensive financial planning services as an independent, fee-only registered investment advisor, CERTIFIED FINANCIAL PLANNER™ practioner and IRS Enrolled Agent. I have a specialized focus on holisitc financial planning for individuals and families who have equity compensation, using robust and highly tailored financial plan development and implementation, including investment management and tax planning services. As a fiduciary, I put the client's needs first 100% of the time. As a fee-only advisor, I don't receive commissions of any kind. As a parent of a neurodiverse son, I understand how important it is to plan for the future, and how overwhelming it can feel. I start where ever you are now, and help you to clarify and implement your unique goals.

More

Financial Advisor Experience

As the founder and Principal of Access Financial Planning, LLC, I provide comprehensive financial planning services as a registered investment advisor, CERTIFIED FINANCIAL PLANNER™ practioner and IRS Enrolled Agent. I'm a member of the professional organizations NAPFA, FPA, ACP and NAEA. My previous professional experiences include marketing qualified retirement plans, mutual funds and separate account investment management services for individual and institutional investors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources