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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Andrew Rosen
Executive Chairman at Diversified, LLC
Speaker

Profile

Andrew Rosen, CFP®, CEP® is the Executive Chairman of Diversified, LLC, a $3.3B+ fiduciary RIA. He is a regular contributor to Forbes and Kiplinger and has been featured in the Wall Street Journal, Barron’s, CNBC, and USA Today. He is the author of Your Intentional Financial Life (May 2026)

Agenda Sessions

  • Securing the Future: Succession Strategies for Sustainable Growth in RIAs

    , 4:40pm
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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