Laura Rosen
Advisor at AWH Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Laura Rosen is a CFP® professional with over a decade of experience in accounting and financial services. She has worked at Sobel and Co, CPA’s for 11 years and Kamens and Co CPA’s for three years before joining AWH Financial, LLC. AWH Financial, LLC is an SEC-registered investment adviser that acts solely as a solicitor for third-party SEC-registered advisers, referring clients to Equitable Advisors after conducting due diligence. The firm does not provide investment advice or manage assets directly.
Location
One Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004
Most active in
Laura R has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
AWH
2026 - Present (1 year)
Kamens and Co CPA's
2023 - Present (3 years)
Sobel and Co, CPA's
2012 - 2023 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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