The Power of Partnership
When you work with us, you’re supported by a diverse team of resources and specialists.
After working for 15 years in investment management and corporate financial management positions in New York City and Boston, I took a career break to raise my three children, including my neurodiverse son. Seeing many people, including my father, get taken advantage of by advisors who didn’t value and prioritize true financial planning led to the founding of Access Financial Planning, LLC.
I use my work experience, B.S. in Psychology from UMass/Amherst, MBA in Finance from Bentley University, CERTIFIED FINANCIAL PLANNER™ education from Boston University, specialized tax expertise, along with my deep affinity for empowering women to help my clients get clarity in their goals and confidence in the steps needed to achieve them.
I specialize in tax efficient financial planning, retirement planning, equity compensation planning, and goal-based investment management.
In my free time I love getting outside as much as possible. Lately I’ve been biking in the summer and skiing in the winter with family and friends whenever I can, along with some pickleball and mahjong occasionally mixed in.
-Tricia Rosen, CFP®, MBA, EA
Your Success is a Team Effort
To help you make sure all areas of your plan are addressed, we bring together a team of financial professionals, which may include a CPA, estate planning attorney, insurance and other specialists, as well as your current financial professionals. We also work with a select group of partners who help with everything from custody to trading to investment management and support.
Assets Under Management
professionals supporting member firms, including AFP
Clients in all 50 states
Management Team
Our unique association with Focus Partners Advisor Solutions enables us to offer the skill and depth of a much larger firm at a lower cost to our family of clients. Our personalized service is maximized both by the use of cutting edge technology and the support staff of over 600 professionals at this outstanding national investment firm with an expertly skilled team of Certified Financial Planners (CFP), Certified Public Accountants (CPA), Chartered Financial Analysts (CFA), Certified Investment Management Analysts (CIMA), Accredited Investment Fiduciarys (AIF), Chartered Retirement Planning Counselors (CRPC) and Personal Financial Specialists (PFS)
Jared Kizer, CFA
Lead Research Analyst
Jared Kizer and his team evaluate findings from academic research and apply that learning to develop investment strategy recommendations. Jared helps investors better understand the complicated concepts that can have a tangible effect on their financial lives. Jared holds a master’s degree in finance from Washington University in St. Louis.
Kevin Grogan, CFA, CFP®
Chief Investment Officer
Kevin analyzes the latest research in investment and finance to draw practical applications and apply findings to help clients improve the structure of their portfolios and achieve their goals. He has co-authored two books about investing and holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.
Jonathan Scheid, CFA, AIF®
President, Advisor Solutions
Jonathan is responsible for developing and implementing wealth management services and solutions for our clients. He received his bachelor’s of science in commerce, with an emphasis in finance, and a minor in computer engineering from Santa Clara University. Jonathan has also earned his Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® designations.
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with clients to create a seamless and enjoyable experience that makes it easy to plan and instill confidence as they work towards their most important goals.
Located in Newburyport, MA, I serve clients in the Boston area and nationally as a fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™, professional registered investment adviser, and IRS Enrolled Agent.
Confidence for What Comes Next
You’ve worked hard to build your wealth. With a trusted advisor and a comprehensive financial plan, you can navigate retirement with confidence and focus on enjoying the life you’ve built.