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 Wealth Advisors. 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.