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Andrew Rosner
President & Managing Advisor at Encore Wealth Partners
Andrew Rosner is the President and Managing Advisor at Encore Wealth Partners, with a focus on assisting small business owners and their employees in retirement planning, business succession, and legacy goals.
With a Bachelor of Science Degree from Purdue University in Management concentrating in Finance and Marketing, Andrew has been in practice as an investment advisor since 2012, offering services in investment management, risk planning, and retirement income planning.
Andrew holds Series 7 and 66 licenses for investments, along with insurance licenses for Life, Health, Disability, and Long-Term Care Insurance. He has a CA Insurance License #0H73049 and is part of Woodbury Financial Services, Inc., as well as the National Social Security Advisors program for retirement income planning.
Prior to his current role, Andrew held positions such as Associate Advisor at Epstein & White Retirement Income Solutions, Financial Consultant at AXA Advisors, LLC, Financial Advisor at MML Investor Services / MassMutual, and Territory Manager at Ecolab.
