Abby Rosen, GFP (USA), CFP

Wealth Advisor
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Recently Published

Professional Details

Countries of Focus

France, Germany, Japan


Inbound/Outbound Planning, Corporate Executives, Global Investment Management, Estate Planning

Business Description

Our clients come first — period. From what’s on your bucket list to what keeps you up at night, you need a financial advisor who truly understands you. We strive to make sure we do. Only then do we develop strategies to help you achieve your goals. And if life or the markets intervene, we’re there to guide you.

Ideal Clients
RegentAtlantic is currently accepting new clients. We work with individuals, families, and corporate entities with $1 million of investable assets or those approaching $500,000 and continuing to accumulate. We welcome the opportunity to see how we can help you.
Ways Advisor Charges

Fee only


Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over ten years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy. Abby is responsible for managing client relationships and coordinating all aspects of client service for the team. Abby specializes in working with corporate executives to help them take full advantage of their available benefits, implement in respect to employer stock concentrations and manage their stock option strategies. She graduated with a Bachelors of Arts from the College of the Holy Cross, and received a Master of Science in Financial Planning from Bentley University. She is the Treasurer of the New Jersey Psychological Association Foundation and Treasurer of the Harding Township Educational Foundation (HTEF).

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