Alec  Rosen,  CFP<sup>&reg;</sup> - Financial Advisor

Alec Rosen, CFP®

Connecticut Wealth Management

281 Farmington Ave
Farmington, CT 06032
FINANCIAL ADVISOR'S WEBSITE
(860) 703-8576 CONNECT WITH Alec
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General

Alec Rosen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Connecticut Wealth Management in Farmington, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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