Tricia Rosen
Principal of Access Financial Planning, LLC | Independent fee-only financial planning firm | Tax efficient retirement planning, investment management, and equity compensation planning.
- Role
- Principal at Access Financial Planning, Llc
- Location
- Newburyport, MA, US
- LinkedIn followers
- 500 followers
About Tricia Rosen
I provide comprehensive financial planning services as an independent, fee-only…
Experience
Principal
Access Financial Planning, Llc
Jan 2017 — Present · Boston, MA, US
Education
Bentley University - McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Finance
1989
Boston University
CERTIFIED FINANCIAL PLANNER™ Certificate
2018
University of Massachusetts Amherst
Bachelor of Science (BS), Psychology
Skills
- Qualified Retirement Plans
- Series 65
- Public Speaking
- Finance
- Marketing
- Personal Finance
- Mutual Funds
- Income Tax
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