Lawrence Rosa, CFP^®, CPA, JD

Designations and licenses

Lawrence is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.

Experience and education

Lawrence provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to his current role, Lawrence was a wealth advisor for Mariner. Before that, he worked at PWC where he was responsible for tax compliance and tax planning for ultra-high-net-worth individuals, estates, trusts and family businesses. He has also worked for Chilton Trust Company where he was responsible for tax and family office services for high-net-worth families and investment partnerships.

Lawrence holds a bachelor’s degree in sociology and has an MBA and a Juris Doctorate degree from Rutgers University. He is a licensed attorney in New Jersey.

Lawrence’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.