You have life goals. But have you done your financial planning to pursue your goals, dreams, and aspirations? In this video, Philip Rosenau with Paragon Wealth Management talks about the price you might pay for postponing your financial planning. Watch this video to learn more.
About Philip
Philip Rosenau is Financial Advisor and Founding Partner at Paragon Wealth Management, a financial services firm based in Doylestown, Pennsylvania, dedicated to professionally supporting, educating, and providing informed direction to each and every client. As a longtime resident of Bucks County and the son of a local entrepreneur, Phil understands the unique needs of small business owners. His clients rely on him to build a manageable road map toward their goals, and he takes pride in providing them with the knowledge to understand their unique financial situation, and helping them navigate their financial future with confidence.
Phil obtained a bachelor’s degree in economics with a minor in business management from Drew University, and his passion for creating and maintaining business relationships drove him to join the team at Paragon Wealth Management. Outside of the office, Phil enjoys spending time with his wife, Caroline, and two children. He is a member of the MDM networking group, active with the local CrossFit community, and is also proud to be part of the Drew University Lacrosse Legacy, where he played all four years. To learn more about Phil, connect with him on LinkedIn.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Paragon Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial. LPL representatives associated with this site may discuss and/or transact securities business only with residents of the following states: PA, NJ, DE, CT, VA, CA, MA, NC, TX, CO and MD.