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Andrew Rosner

President & Managing Advisor at Encore Wealth Partners

Andrew Rosner is the President and Managing Advisor at Encore Wealth Partners, a firm he founded in 2018. His motivation for establishing Encore Wealth Partners stemmed from a desire to provide personalized financial advice, moving away from the generic strategies often employed in the industry. He aims to create tailored financial plans that align with each client's specific goals and timelines, particularly focusing on business owners and high-net-worth households.12

Education and Career Background

Rosner graduated from Purdue University's Krannert School of Management, where he concentrated in Finance and Marketing. His career began with an internship at Wachovia Securities, which ignited his passion for helping individuals achieve their retirement goals through comprehensive financial planning.12 In 2012, he became a licensed financial advisor and has since accumulated extensive experience in both investment advising and insurance.3

Expertise

Andrew specializes in complex planning strategies, particularly regarding retirement plans such as 401(k)s and defined benefit plans. His approach emphasizes maximizing tax efficiency for his clients while ensuring their financial strategies are straightforward and effective.14 He holds Series 7 and 66 licenses, along with various insurance licenses covering life, health, disability, and long-term care.3

Personal Life

Outside of his professional endeavors, Andrew resides in Carlsbad, California, with his wife Rachel and their two children.1 His commitment to making a difference in clients' lives remains a driving force behind his work at Encore Wealth Partners.

Highlights

Oct 3 · employer401k.com
About Us - Employer 401k Solutions
[PDF] Andrew G Rosner - SEC.gov
Jan 1 · jpost.com
Andrew Rosner | The Jerusalem Post
Jan 1 · yelp.com
ENCORE WEALTH PARTNERS - Financial Advising - Phone Number

Related Questions

What inspired Andrew Rosner to start Encore Wealth Partners?
How does Encore Wealth Partners differentiate itself from other financial advisory firms?
What are some specific strategies Andrew Rosner uses to help business owners and high net worth households?
Can you provide examples of successful retirement plans managed by Encore Wealth Partners?
How did Andrew Rosner's experience at Wachovia Securities influence his career path?
Andrew Rosner
Andrew Rosner, photo 1
Andrew Rosner, photo 2
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Location

San Diego, California, United States