A Client-Centered Approach ~ It's really all about you!™
Theresa M. Rosen, CFP® (CERTIFIED FINANCIAL PLANNER), CLTC® (Professional Certified in Long-Term Care)
Retirement Income Planning Specialist
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 impartial 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, and 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 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 eight marathons since 2005 and raised more than $50,000 for these charities.
Theresa M. Rosen is proud to have been recognized as a Founder's Club advisor for 2020—a distinction based on annual production that places her among the top 36 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*Theresa has been named a multi-year Five Star Wealth Manager (www.fivestarprofessional.com).
Sara M. Foster
Client Relationship Manager
Sara joined Prudence Financial as a client relationship manager with more than 10 years of experience in the financial services field. She lends her talents to coordinating all aspects of a client’s experience. Sara ensures that a seamlessly smooth experience is had by our clients from the time they decide to work with Prudence Financial, Inc. A major part of this includes maintaining a high standard of service by solving any and all administrative tasks/issues/questions that may arise for our clients.
*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.