Todd A. Rosen, CRPC®, AWMA®, CAIA®

Todd is a seasoned wealth management advisor with 18 years of experience helping professionals, business owners, and families pursue their financial goals. He crafts personalized investment portfolios that align with client's risk tolerance, goals, and objectives, and develops adaptive retirement plans that evolve with changing life circumstances and market conditions.

Todd holds designations from the College for Financial Planning, including Chartered Retirement Planning Counselor℠ (CRPC®) and Accredited Wealth Management Advisor℠ (AWMA®), as well as the Chartered Alternative Investment Analyst® (CAIA®) designation. These credentials demonstrate his commitment to advanced planning, rigorous investment analysis, and client education.

Todd lives in West Hartford, Connecticut, with his wife and two children, where he coaches youth lacrosse and stays active in local sports. Outside of work, he enjoys the outdoors- hiking, mountain biking, and skiing.