Summary

• 20+ years as a Certified Financial Planner
• Expert in writing about financial planning topics, such as life insurance, for Investopedia
• Former adjunct professor of finance

Experience

Richard Rosen is a financial planner who helps hi🐷s clients create roadmaps to managing their assets. His experience in finance extends to small businesses. In his career, he has been involv﷽ed on the ground floor through to the selling of two small companies, and been a consultant on other startup ventures. In addition, Richard has been an adjunct professor, teaching both graduate and undergraduate courses in finance and investment management.