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    Bradley J. Rosen, President

    Bradley Rosen Headshot

    Bradley Rosen is the owner and president of Rosen Financial and has been developing and implementing wealth management and retirement income strategies for individuals and companies for over 21 years. His firm focuses on a client-centric approach, carefully factoring in each client’s circumstances and priorities in relation to their retirement needs. Mr. Rosen prides himself on staying well informed on the world’s current issues as well as the financial industry’s products, services, and best practices. His article 3 Retirement Pitfalls and How To Avoid Them was recently published by Forbes and for the past decade he has regularly hosted webinars,  workshops, and conferences to help educate his community on the best retirement strategies and how to implement them. Bradley was one of the youngest advisors to ever be appointed as a lifetime member of the Million-Dollar Round Table (MDRT) and is a member of NAIFA.

    Additionally, Mr. Rosen is an Investment Advisor Representative, Principal and the Director of Insurance and Planning, with the wealth management firm Ironview Capital Management, which manages over $1.3 Billion in private wealth and was named one of the top-rated advisory firms in the country by Financial Times. Ironview Capital’s Chief Investment Officer was managing $15B for one of the largest hedge funds in the world prior to starting the firm in 2009 and was also ranked as a top independent wealth manager in the entire country by Forbes in 2020.

    As a co-founder of The Longevity Project Miami, Mr. Rosen also finds that his clients’ longevity and health is an important factor in their financial planning and long-term strategies.  He developed a process to help his clients achieve longevity in their retirement planning and for decades has utilized investment vehicles designed to protect one’s nest-egg from market volatility and other retirement pitfalls. Bradley’s unique approach put him at the forefront in regard to protecting one’s retirement income plan.

    In addition to being a leader in his field, Bradley strongly believes it is important to stay active in the community by donating his time and services. As a result, he is on the Executive Committee of the Friends of the New World Symphony, he is a member of the Miami Beach Chamber of Commerce as well as a Young Ambassador for the Miami Children's Hospital Foundation.

    Bradley's Accident & The Importance of Risk Management: A Personal Testimony

    Bradley's passion for helping his clients developed after a pivotal life experience in which he learned that you cannot know what life may throw your way but you can prepare and protect yourself, your family, and your future.

    Car Accident smaller "I was only 24-years-old when I found myself crashing head-on with the concrete median dividing the north and south bound lanes of a slippery I-95. I thought that my life was going to end or that my legs would be crushed from the impact. I was extremely lucky that day and was able to walk away from the accident with no life threatening injuries.

    While I was thankful for my life, I suffered several medical and now chronic pain issues due to the accident; 5 injured discs in my spine - 2 in my neck and 3 in my lower back, as well as nerve entrapment in both elbows. Suffering from traumatic pain, I moved home to live with my parents to be near Baptist Hospital where I spent most of my time in physical therapy and doctors offices. I was only able to work about 15 hours per week for the next 4 years.

    Finally, after 15 years, I have been able to work my way back to 40-hour work weeks but my medical costs to manage my chronic pain are still at a staggering level.

    While my life changed dramatically that day, I consider myself lucky that I had the support of my family, had low living expenses, no wife and child, and could focus a tremendous amount of time, energy, and money to heal myself. Now that I have a family, I cannot imagine how this would have impacted my life had this happened a few years later. The need for proper financial planning is vital for everyone and I am driven to help educate my clients on how to help preserve their income, family, retirement, and legacy. I am truly blessed to be here."

    - Bradley J. Rosen, President of Rosen Financial