Biography
John L. Rosenheim
CLU, ChFC, CLTC, LIA
Integrity matters every day
John Rosenheim is a classically educated financial advisor with an Economics degree from Tufts University and more than 45 years of experience in the insurance and planning field. Throughout his impressive tenure as a Financial Advisor, he has seen and adapted to enormous changes in the industry and the world. But his commitment to his clients has remained the same, providing the best service to his clients.
In that vein, John has helped generations of families and business owners at all stages of their lives and business development. He has the skill and experience to help people and businesses just starting out lay down a strong foundation for their financial future. Once things are established, he offers simple reviews or full audits to make sure plans made early on still apply after years of change. Then as it becomes time to pass on the torch John is very good at helping people and businesses transition to the next phases of life.
John has significant experience as a claims advocate for those times when insurance is no longer a “just in case” matter and the benefits now need to be used. He is also very skilled at helping clients as they near retirement to create a distribution strategy that will help maximize the client’s income. John is also an avid longevity planner- with a family history of extreme longevity he has seen firsthand the benefits and challenges of living a very long time.
John works collaboratively with planning specialists and his client’s other professional advisors, including attorneys, investors, and CPAs, to manage the design and implementation of a clear, comprehensive wealth plan.
When John is not helping his clients, he enjoys playing golf and tennis with his lovely wife Fran and son Harris, doing charitable fundraising, traveling, and listening to Rock and Roll.
John Rosenheim is Licensed to sell insurance in the following jurisdictions: FL, MA, NJ, NY, SC, OH, NC, SC, NH, TX
John Rosenheim is Licensed to sell securities in the following jurisdictions: FL, MA, NH, NY, TX
Our Inside Team
John Rosenheim, LIA,CLU,ChFC, CLTC
John has been a financial advisor since 1978. He has worked with clients from around the world. He is an experienced wealth advisor, longevity planner and an expert in the field of life and disability insurance, and long term care products. In addition to running a Wealth Management and Insurance practice and being a consultant, John is also asked to speak to law firms, accountants and other financial professionals about these very topics, so they can better help their clients.
Gia Franco, Director of Operations
Gia, a Boston University graduate, has been in the financial industry since 2011 and is a fully trained and licensed insurance professional. Gia's role with clients is to make this experience as pleasant and easy as possible.
