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Tricia Rosen (CFP®, EA, MBA)

Tricia Rosen focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Middle Income Client Needs
  • Novice Investors
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I am not your typical advisor.

I will do more than just manage assets for you. We will clarify your unique financial goals and identify the best path to meet them, looking at all the pieces of your life together.

Access Financial Planning, LLC is an independent, fee-only financial planning and investment management practice in Newburyport, MA, serving clients in the Boston area and around the country.

As a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent, I help individuals and families achieve their financial goals with a specialized focus on tax efficient retirement planning, equity compensation planning, and low-cost investments including socially responsible investments.

I do not sell products or receive commissions, ever. I educate my clients on realistic options to reach their goals, implement the client’s choices, and monitor the client’s progress toward their goals while making adjustments along the way.

I take what feels overwhelming and I make it both meaningful and manageable for your life.

Find out more about Access Financial Planning, LLC

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Find out more about Tricia Rosen, CFP®, MBA, EA

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Read our FAQ about Access Financial Planning, LLC

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Book a no obligation call with Tricia

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Additional Information

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. During this time my passion for helping family and friends with personal financial planning needs and advocating for my son led to the founding of Access Financial Planning, LLC.

I use my work experience, B.S. in Psychology from UMass/Amherst, MBA in Finance from Bentley University, Certified Financial Planner certificate from Boston University, specialized tax expertise, along with my deep affinity for educating and empowering women to help my clients get clarity and confidence with their goals and 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.

NAPFA Start Date

April 07, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

40R Merrimac St. Suite 201E Newburyport, MA 01950 Phone: (978) 237-5833
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