PRUDENCE FINANCIAL - Key Persons

Job Titles:

• Client Relationship Manager

Sara joined Prudence Financial as a client relationship manager with more than 10 years of experience in the financial services field. She lends her talents to coordinating all aspects of a client's experience. Sara ensures that a seamlessly smooth experience is had by our clients from the time they decide to work with Prudence Financial, Inc. A major part of this includes maintaining a high standard of service by solving any and all administrative tasks/issues/questions that may arise for our clients.

In 1986 shortly after graduating from Northeastern University in Boston, MA, Theresa attended a job fair for recent college grads at the Copley Plaza Hotel. Being open to a variety of career possibilities, she was particularly intrigued by the presentation of a company that helped employees of various public school systems nationwide. This company helped them learn how to save for retirement by utilizing 403(b) plans. Theresa did not know what a 403(b) plan was at that time, and turned to her friend and said: "I don't know what a 403(b) plan is, but I really like the idea of helping teachers, janitors, principals, and public school employees save money for their futures!" Theresa made a beeline for that table! The rest is history! From that point on, Theresa grew her client base by educating, and helping employees in the Boston Public Schools, Waltham Public Schools, Sudbury Public Schools, Framingham Public Schools, and Framingham State University. In addition, to helping her clients with this retirement vehicle, Theresa also helps her clients all around the country with their comprehensive financial planning needs and goals. Theresa truly loves the relationships she shares with her friends/clients, helping them live the lives they wish to live without worrying about money. Theresa has been an active member of her community both personally and professionally. She graduated with a BS in finance and marketing from Northeastern University. She is an active member of the Financial Planning Association. In addition, she has served as past president of the Sudbury Rotary Club, past president of the Metrowest Business and Professionals Organization, and lead blood drive coordinator for her local Red Cross. Theresa is a health and fitness enthusiast. She truly respects and values the pursuit of health-physically, mentally, and spiritually. Your health, in addition to financial well-being, is your wealth as well. Theresa M. Rosen is proud to have been recognized as a Vista Club advisor for 2022-a distinction based on annual production that places her among the top 26 percent of advisors affiliated with Commonwealth Financial Network.