2021 Stock and Tax Planning Strategies for Corporate ExecutivesRegentAtlantic Director of Portfolio Management, Greg Allison, and Wealth Advisors Abby Rosen and Chad O’Brien discuss stock and tax planning strategies for corporate executives.
OPEN ENROLLMENT EMPLOYEE BENEFITS III: Long Term DisabilityAbby Rosen, Partner and Wealth Advisor, delves into Long Term Disability in Part III of her Employee Benefits Open Enrollment series.
EMPLOYEE BENEFITS OPEN ENROLLMENT PART IV: 401KsAbby Rosen, Partner and Wealth Advisor breaks down the 4 key components of 401K decisions in Part IV of her Employee Benefits Open Enrollment Season. This concludes the Open Enrollment Corporate Sponsored Benefits series.
Partner and Wealth Advisor
Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over ten years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy. Abby is responsible for managing client relationships and coordinating all aspects of client service for the team. Abby specializes in working with corporate executives to help them take full advantage of their available benefits, implement in respect to employer stock concentrations and manage their stock option strategies.
She graduated with a Bachelors of Arts from the College of the Holy Cross, and received a Master of Science in Financial Planning from Bentley University. She is the Treasurer of the New Jersey Psychological Association Foundation and Treasurer of the Harding Township Educational Foundation (HTEF).
Abby lives in Harding with her husband Steve and two children. She enjoys spending time traveling, hiking, camping, and exploring New Jersey with her family, and is a Brownie troop leader.