Bradley J. Rosen, President

For over two decades, Bradley J. Rosen, owner and president of Longevity Financial, has been developing and implementing wealth management and retirement income strategies for individuals and companies. He has developed a process to help his clients achieve longevity in their retirement planning and has utilized investment vehicles designed to protect one’s life time savings from market volatility and other major retirement pitfalls. Bradley’s unique approach puts him at the forefront of protecting retirement income plans.   

As an advisor and educator, Mr. Rosen prides himself on staying well informed on current global financial events as well as the financial industry’s products, services, and best practices. 

His passion for continuous learning and education stems from his family history; both his mother and grandmother were public school teachers.  Following in their footsteps, Bradley promotes continuous learning to his clients  and his community by hosting webinars, workshops, and conferences.  His objective is to educate individuals about the biggest risks in retirement planning, how to reduce or eliminate these risks, and how to implement these strategies into a retirement plan.  Recently, Bradley was published by Forbes and you can read his article here: 3 Retirement Pitfalls and How To Avoid Them 

• Bradley was one of the youngest advisors to ever be appointed as a lifetime member of the Million-Dollar Round Table (MDRT), an independent association of the world’s leading financial professionals who demonstrate exceptional professional and ethical standards. 

• He is also a current member of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA members adhere to strict code of ethics and conduct that has a strong focus on integrity, trust, and professionalism.

Mr. Rosen’s family has been in the Miami area since 1929. As a life-long resident, Bradley has strong ties to his community and has developed strong relationships with several organizations, business owners, and individuals throughout the South Florida region. As an advocate for women in his community, he was honored by the Women’s Chamber of Commerce of Miami-Dade County with the Thelma Gibson Award for his work. Additionally, he is a founding member of the Friends of the New World Symphony and a member of the Miami Children’s Health Foundation. 

As a co-founder of The Longevity Project Miami, Mr. Rosen finds that his clients’ longevity and health is an important factor in their financial planning and long-term strategies. Founded with his wife, Renée, a holistic health coach, he started The Longevity Project as an educational resource for their community. The Longevity Project provides workshops and conferences for the community and local business (Williams Sonoma, Viacom, FusionTV, and Pritikin to name a few) to educate on the correlation between one’s physical health, mental health, and financial well-being.

Bradley’s Accident & The Importance of Risk Management: A Personal Testimony

Bradley’s passion for helping his clients developed after a pivotal life experience in which he learned that you cannot know what life may throw your way but you can prepare and protect yourself, your family, and your future.

“I was only 24-years-old when I found myself crashing head-on with the concrete median dividing the north and south bound lanes of a slippery I-95. I thought that my life was going to end or that my legs would be crushed from the impact. I was extremely lucky that day and was able to walk away from the accident with no life threatening injuries.

While I was thankful for my life, I suffered several medical and now chronic pain issues due to the accident; 5 injured discs in my spine – 2 in my neck and 3 in my lower back, as well as nerve entrapment in both elbows. Suffering from traumatic pain, I moved home to live with my parents to be near Baptist Hospital where I spent most of my time in physical therapy and doctors offices. I was only able to work about 15 hours per week for the next 4 years.

Finally, after 15 years, I have been able to work my way back to 40-hour work weeks but my medical costs to manage my chronic pain are still at a staggering level.

While my life changed dramatically that day, I consider myself lucky that I had the support of my family, had low living expenses, no wife and child, and could focus a tremendous amount of time, energy, and money to heal myself. Now that I have a family, I cannot imagine how this would have impacted my life had this happened a few years later. The need for proper financial planning is vital for everyone and I am driven to help educate my clients on how to help preserve their income, family, retirement, and legacy. I am truly blessed to be here.”

– Bradley J. Rosen, President of Longevity Financial