Brett Rosen, AEP®, CLU®, CPWA®

Brett is a Partner and Senior Wealth Advisor based in the Beacon Pointe New York office, bringing more than 30 years of experience in estate planning, insurance, and wealth management. He works closely with clients to provide comprehensive financial guidance. Prior to joining Beacon Pointe through the 2026 acquisition of Edge Wealth Management, Brett was a Partner at Edge Wealth where he focused on client development and financial advisory services. Earlier, he was a Managing Director at Cowan Financial Group. He holds the Accredited Estate Planner® (AEP®), Chartered Life Underwriter® (CLU®), and Certified Private Wealth Advisor® (CPWA®) designations and earned a Bachelor of Business Administration from the University of Michigan.