Broker Check

Our Team

    Bradley J. Rosen, President

    Bradley Rosen HeadshotBradley J. Rosen founded Rosen Financial with the intention of helping people get a secure handle on their finances and their financial futures. Mr. Rosen has been developing and implementing wealth and retirement income strategies for individuals and companies for over 14 years. His firm focuses on a client-centric approach, carefully factoring in each client's circumstances and priorities in relation to their retirement needs.

    Additionally, Mr. Rosen believes that overall good physical health will, in turn, benefit one's financial health. He focuses on using an all-encompassing program that will help lend to overall wellness, happiness, financial freedom and stability. Rosen Financial is a forerunner in this type of concept and is finding that his client's longevity is an important factor in their financial planning. The happier one is in mind and body, the happier and healthier they are in every other aspect of their lives.

    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