Our services and actions are based
upon the following values:
*High Standard of Ethics
We take great pride in offering our clients undivided, personalized attention; developing custom tailored solutions to help our clients achieve their goals.
We are passionate about helping our clients increase revenues, find solutions and improve business performance.
Below you can read more about who we are and some of our experience.
Along with his wife Tracey, Jason co-founded Rosen Professional Services to provide a select group of personal and business clients with financial management services.
A problem solver by nature, Jason provides strategic guidance and oversees the business development
initiatives within Rosen Professional Services. For clients, Jason specializes in providing clear and accurate financial analysis, document review and planning.
Jason has more than 20 years of experience in the financial services industry working with premier wealth management firms such as JP Morgan Chase and U.S.Trust Company. Attending University of Southern California and graduating from California State University San Bernardino, Jason earned his B.A. in Political Science. Jason is also certified in Trust Administration, Estate Administration and Paralegal Studies.
Drawing in part on his personal financial experiences, Jason has received many awards and accolades for the peerless client service he gives each of his clients.
Outside of Rosen Professional Services, Jason served as an Assistant Director of BNI Connecticut and Chariman of the Solopreneur Council for the New Haven Chamber of Commerce. In addition, Jason has written a number of feature articles and contributed as a guest writer for a number of professional publications.
Jason has developed a number of software applications and has led a variety of courses for adults and high school students on various financial and career-related topics. He is a long time volunteer teacher with Junior Achievement.
When not focusing on clients needs, or volunteering, Jason is an avid auto and watch enthusiast. He enjoys spending time with his family including four retired racing greyhounds, Morgan, Chase, Reggie and Rufus.