Tricia Rosen, MBA, EA

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

I bring my work experience, Bachelor of Science in Psychology from UMass/Amherst, MBA in Finance from Bentley University, personal financial planning coursework from Boston University, specialized tax knowledge together with enterprise level financial technology tools to make premier financial planning services available in an affordable, convenient, and transparent manner.

Tricia Rosen

After working for 15 years in investment management and corporate financial management positions in New York City and Boston, Tricia took a corporate career break to raise her three children. During this time, Tricia’s passion for helping family and friends with personal financial planning needs led to the foundation of Access Financial Planning, LLC.

Tricia brings her work experience, her BS in Psychology from UMass/Amherst, her MBA in Finance from Bentley University, her personal financial planning coursework from Boston University, together with enterprise level financial technology tools to make premier financial planning services available in an affordable, convenient, and transparent manner.