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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.

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