Edward Jones - Kevin Rosen

As a financial advisor with Edward Jones, I’m dedicated to helping individuals and families navigate their financial futures. Growing up in Brooklyn, I experienced the impact of poor financial advice when my father, the VP of a bank, suddenly passed away with no plan in place. 

This experience fuels my passion to help high-net-worth individuals, professionals, and small business owners reach their goals. My specialties include:

• Generational wealth transfers
• Asset protection and diversification
• Business growth and exit planning
• Employee and owner 401(k)s 
• Tax-efficient strategies

I work closely with CPAs, attorneys, and other professionals to create tailored financial strategies.

Outside of work, I enjoy boating, wine tastings, car shows, and motorcycling. I also actively volunteer in the community.

Ready to align your financial future with your 'why'? Contact me for a consultation.