A Client-Centered Approach~ It's really all about you!™
Theresa M. Rosen, CFP®( CERTIFIED FINANCIAL PLANNER) , CLTC (Professional Certified in Long-Term Care)
Since 1986, Theresa has been providing prudent wealth management™ services to her clients. She is the founder of Prudence Financial, Inc. By partnering with Commonwealth Financial Network, an independent broker/dealer, she operates with the objective of being able to provide unbiased advice and is not beholden to proprietary products/ sales tactics of the traditional broker/dealers.
Theresa has been an active member of her community both personally and professionally. She graduated with a BS in finance and marketing from Northeastern University. She is an active member of the Financial Planning Association. In addition, she has served as past president of the Sudbury Rotary Club, past president of the Metrowest Business and Professionals Organization, lead blood drive coordinator for her local Red Cross.
Theresa has been a lead fundraiser for several charities (JDRF, Leukemia and Lymphoma Society, Children’s Hospital Boston, Doug Flutie’s Foundation for Autism, Camp Shriver and Bottom line.org).
Theresa is charitably inclined and believes in giving back. As an avid runner, she has run 8 marathons since 2005 raising over $50,000 for these charities.
*Theresa has been named a 2013, 2014, 2015, 2016 and 2017 FIVE STAR Wealth Manager(www.fivestarprofessional.com).
Client Relationship Manager
Since 2010 Marina has been providing administrative support to Executives and Clients in the Legal field as well as in the Financial field. She has a strong sense of devotion to client’s needs and makes it her priority to go the extra mile for them.
Marina, who is a native German, received her degree in Foreign Languages from the Languages Institute in Munich, Germany.
Marina is passionate about education as well as children and has lead Language classes in Kindergarten and after school programs in the past to encourage literacy in young children. She also believes in supporting local animal charities such as CaRMaH.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.