France, Germany, Japan
Inbound/Outbound Planning, Corporate Executives, Global Investment Management, Estate Planning
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.
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).Contact this advisor