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Meet the Speaker Wendy F. Rosen is a seasoned insurance and financial advisor with more than 36 years of experience supporting individuals, families, and small businesses build and protect their financial security. Based in Northbrook, Illinois, she provides comprehensive financial planning, retirement income strategies, investment advisory services, and insurance solutions. Wendy is passionate about giving her clients the tools and education they need to navigate life’s financial challenges, believing that informed clients feel more empowered and confident in achieving their goals.
Wendy began her career in 1989 after graduating from the University of Wisconsin–Madison with a Bachelor of Arts degree in History. She initially worked at Equitable before joining Prudential in 2003, where she now serves as a financial professional of LPL Enterprise, LLC. She holds life, health, and variable licenses and maintains her Series 6, Series 63, and Series 65 registrations. Wendy’s commitment to excellence earned her Chairman’s Council recognition, placing her among Prudential’s top-performing advisors.
Her work is guided by a purpose‑driven approach that keeps each client’s desired outcome at the center of every recommendation. Wendy begins every relationship with a simple question: What does financial security look like to you? With that vision in mind, she partners closely with clients to design personalized plans that support their goals. She is especially proud of the many clients who share how her team’s guidance has meaningfully improved their lives.
A native of Chicago, Wendy is actively involved with community organizations including Keshet, the North Suburban Special Recreation Association, and Special Kids Network. In her free time, she enjoys traveling and cooking. Wendy and her husband, Michael, live in Northbrook, Illinois, where they raised their two sons, Jack and Charlie. |
