Tricia Rosen

CFP®, MBA, EA

Access Financial Planning, LLC

Principal

Contact Me

Tricia Rosen

CFP®, MBA, EA

Access Financial Planning, LLC

Principal

I provide clarity and confidence to pre-retirees and retirees for how to replace a paycheck through tax-efficient financial planning and investment management services. - Tricia Rosen, CFP®, MBA, EA

Contact Me

978-237-5833

Website

Fee-Only financial planner located in Andover, MA, serving clients locally and across the country. Specialized focus on tax-efficient financial planning and investment management. I help pre-retirees and retirees gain clarity and confidence in their retirement goals.

Tricia Rosen is a Andover, MA fee-only financial planner. Access Financial Planning, LLC provides comprehensive financial planning, investment management, and tax optimized retirement planning services to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tricia Rosen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Tricia Rosen, CFP®, MBA, EA is a fee-only financial planner at Access Financial Planning located in Andover, MA.

I offer pre-retirees and retirees the resouces of a large, national wealth management firm with the individual attention of a solo, independent financial planning practice.

I partner with Buckingham Strategic Partners to offer wealth management resouces such as a fixed income trading desk, subject matter experts for complex financial planning situations, Investment Policy Committee for portfolio management, institutional trading resources for operations efficiencies, and many other resources, which enable me to focus more of my time on providing financial planning services directly to my clients. 

After working for 15 years in investment management and corporate financial management positions in New York City and Boston I took a career break to raise my three children, including my neurodiverse son. I had always wanted to be a financial planner but at the time true financial planning didn't really exist, only aggressive product sales, which I wanted no part of.

After seeing family members get taken advantage of by advisors who put their own revenue goals ahead of what was the morally right thing to do, it was time to launch Access Financial Planning, LLC.  I'm very grateful to have the opportunity to serve my clients as a fiduciary financial advisor 100% of the time. 

I use my work experience, B.S. in Psychology from UMass/Amherst, MBA in Finance from Bentley University, CERTIFIED FINANCIAL PLANNER™ education from Boston University, specialized tax expertise, along with my deep affinity for empowering women to help my clients get clarity in their goals and confidence in the steps needed to achieve them.

In my free time I love getting outside as much as possible. Lately, I’ve been hiking in the mountains of New Hampshire and along the beaches of Cape Ann in Massachusetts with family and friends whenever I can.

Tricia Rosen is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

I provide comprehensive financial planning services as an independent, fee-only registered investment advisor, CFP® and IRS Enrolled Agent. I specialize in tax-efficient financial planning, investment management, and equity compensation planning for employees with stock options. 

I take what feels overwhelming and I provide the clarity and confidence needed to meet your unique goals. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Equity Compensation Planning

Ideal Clients

  • Retirees and Near Retirees
  • Employees with Equity Compensation
  • Women
  • Novice Investors
  • Socially Conscious Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tricia Rosen is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Alliance of Comprehensive Planners
    Tricia Rosen is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • Certified Financial Planner (CFP)
    Tricia Rosen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Enrolled Agent with the IRS (EA)
    Tricia Rosen is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • National Association of Enrolled Agents (NAEA)
    Tricia Rosen is a Member of The National Association of Enrolled Agents (NAEA)

    Enrolled Agents (EAs) are America's Tax Experts®. EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS. “Enrolled” means to be licensed to practice by the federal government, and “agent” means authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS.

Contact Tricia Rosen

978-237-5833

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Office Locations:

  • 11 Blueberry Circle
    Andover, MA 01810

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