Bradley J. Rosen

Bradley J. Rosen

President of Longevity Financial

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 lifetime 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.

  • 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 a strict code of ethics and conduct that has a strong focus on integrity, trust, and professionalism.

Mr. Rosen and his family currently reside in the Atlanta area. He is also a regular contributor to several news outlets including Fox5 Atlanta. You can view Bradley’s media appearances here.

Mr. Rosen’s family has also been in the Miami area since 1929. 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.

InvestmentNews Hot List 2023

This award recognizes Bradley as one of the top 100 wealth professionals who are reshaping the financial services industry and making a significant impact on their communities.

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