Mark B. Rosen, CPA, CFP® is a Partner at Rosen & Associates, LLP. He earned his Bachelor of Science degree in accounting from the University of Vermont.
Mark has more than 15 years of accounting experience. He earned his CPA license in 2001, became a Certified Financial Planner® in 2007, and earned his Series 7 and 66 license in 2017.
Mark specializes in providing accounting, tax and business advisory services to the dental and medical industries. He also works closely with the business owners to assist them with financial planning for both their business and personal matters.
Mark is one of six members of the Board of Directors of the Academy of Dental CPAs (ADCPA). He is also a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants (MSCPA).
Mark is a frequent speaker at the Yankee Dental Congress meetings, along with the Massachusetts State Dental Society, local dental schools and local dental societies.
Mark was selected as one of the top 40 Under 40 Accountants in the country by The CPA Technology Advisor magazine in the fall of 2009 and again in the fall of 2010.
Mark is also a Partner at MORR Dental Solutions, LLC, a dental transition, valuation and brokerage firm. (www.morrds.com)