Andrew Rosen

Andrew Rosen, CFP®, CEP® is a keynote speaker and author helping financial advisors and firm leaders build businesses that outlive their founders — and helping everyday people build financial lives that reflect what they actually value.
As Executive Chairman of Diversified, LLC, a $3.3B+ independent RIA he built over 20 years without private equity, Andrew speaks from lived experience. His signature talk, From Accidental Practice to Intentional Firm, draws on real decisions — deals walked away from, leadership structures rebuilt from scratch, and a personal decision-making framework he calls the Pillow Test. He is a sought-after voice on firm succession, culture-driven growth, and the human side of financial planning.
Andrew 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). He has spoken at RIA conferences and leadership summits nationwide and is a featured guest on the Kitces Financial Advisor Success podcast.
He is based in Wilmington, Delaware and available for keynote conversations, fireside chats, panel discussions, and long-form podcasts.
Topics: Firm Succession | Practice Management | Intentional Growth | Human-Centered Leadership | Personal Financial Planning