Connect
To Top

Meet Theresa Rosen of Prudence Financial in Sudbury

Today we’d like to introduce you to Theresa.

So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
I have been a financial advisor for over 30 years. I feel that my success in this business is due to the fact that I love what I do and I love helping my clients.

We’re always bombarded by how great it is to pursue your passion, etc – but we’ve spoken with enough people to know that it’s not always easy. Overall, would you say things have been easy for you?
Is it ever a smooth road? No… But that being said- being open to change and being with the discomfort of new challenges has helped me grow and be a better person.

We’d love to hear more about your business.
I am a CEO of a financial advisory firm. We specialize in big picture life and financial planning as the two go together. I am most proud of the fact that my clients love us and are very happy that we are in their corner helping them with their overall comprehensive financial planning issues. What sets us apart is that we authentically care and have truly intimate relationships with our clients, they are like friends and family to us.

What were you like growing up?
I was ambitious (that is what people tell me- even from back in Junior high!) funny, caring, athletic, and smart 🙂 I was involved and interested in running, choreography, writing, and playing the piano.

Contact Info:

Getting in touch: BostonVoyager is built on recommendations from the community; it’s how we uncover hidden gems, so if you know someone who deserves recognition please let us know here.

Leave a Reply

Your email address will not be published. Required fields are marked *

More in

  • The Trailblazers: Rewriting the Narrative

    The editorial team has a special attachment to our new series, The Trailblazers: Rewriting the Narrative, because so many of us...

    Local StoriesNovember 15, 2018
  • Boston’s Most Inspiring Stories

    Every neighborhood in the Greater Boston area has its own vibe, style, culture and history, but what consistently amazes us is...

    Local StoriesNovember 15, 2018
  • BostonVoyager FAQs

    We’ve prepared this FAQ about BostonVoyager (run by Voyage Group of Magazines, LLC) (“Voyage”) in an effort to ensure that anyone...

    Local StoriesSeptember 23, 2018
  • The Influencers

    The BostonVoyager owes a huge debt to the incredible local community of influencers – from fashion bloggers to foodies – who...

    Local StoriesSeptember 19, 2018
  • #BostonCreatives: the local artists who inspire us

    Through a mix of mediums, formats and perspectives local artists illuminate the unknown, color the previously black-and-white and add depth to...

    Local StoriesSeptember 18, 2018
  • Makeover Monday’s: local beauty inspo that blew us away

    New week, new look.  Here’s some inspiration from some of Boston’s most gifted beauty professionals. 👰🏼💫 A post shared by Makeupjunkybyhilda...

    Local StoriesSeptember 17, 2018
  • The Thought-Provokers: Celebrating Artists & Creatives

    Boston has always had an artistic soul.  The culture and heritage of our city, like most great cities, owes a tremendous...

    Local StoriesSeptember 17, 2018
  • An Artistic Voyage: exploring local creative and artistic works

    Raw, unfiltered creative expression – from stories and photographs to illustrations and paintings – is at the heart of the BostonVoyager. ...

    Local StoriesSeptember 14, 2018
  • Flashes & Strokes: a Tale of Two Mediums

    The digital and traditional arts are thriving in Boston. From newer, technology based media like photography and digital art to more...

    Local StoriesSeptember 13, 2018