Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over fifteen years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy and continues to incorporate the Navy’s 11 Leadership Principles in her current role. 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 is developing a specialty in executives with Cross Border challenges and is the Co-Chair of the RegentAtlantic Wall Street Women Forum.
She graduated with a Bachelor of Arts from the College of the Holy Cross and received a Master of Science (with distinction) in Financial Planning from Bentley University. She was awarded the 2020 New Jersey Psychological Association’s Citizen of the Year Award for her service as the Foundation’s Treasurer. She is Treasurer of the Harding Township Educational Foundation (HTEF), lector at her church, and a Girl Scout troop leader.
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.