Investment Firm

Who We Are

Specializing in providing investment planning to individuals and businesses.

Executive Financial Group is a company specializing in providing investment planning to individuals and businesses. EFG is a resource to draw on as advisors, coordinators and catalysts that monitor your personal and/or business financial affairs.

EFG works closely with your attorneys, CPA’s and other professional advisors to become part of your support team.

Michael Rosen
Philadelphia Magazine Five Star Wealth Manager*

Michael Rosen is an exceptional financial professional with a breadth of expertise in the insurance and securities industry. Holding a life and health insurance license and serving as a Registered Representative with LPL Financial, Michael brings a wealth of knowledge to his clients’ financial planning. Since 1989, Michael has held the esteemed position of President at Executive Financial Group, Inc., a nationally recognized Estate Planning firm. With a commitment to providing comprehensive and personalized financial solutions, Michael and his team have earned the trust and loyalty of clients nationwide. Michael’s dedication to excellence is evident in his academic achievements, as he graduated “Cum Laude” from LaSalle University with a Bachelor of Science degree in Marketing in 1989. If you’re seeking a knowledgeable, experienced, and dedicated financial professional, Michael Rosen is the ideal choice.

Professional and Civic Affiliations

LPL Financial Award Winner

Accredited Investment Fiduciary (AIF) 2017 – Current
SEI Advisors Summit 2020 – Current
Chairmen’s Club 2011
Patriots Club 2003, 2004, 2007, 2013 – 2022
Directors Club 2005, 2008, 2009, 2012,
Freedom Club 2002, 2010
Prudential Masters Council 2011-2015
Jackson National Stars 2010, 2013-14, 2019
Curian Capital Private Advisor Council 2013-2014
America Capital First Investment Advisory Council 2011

Financial Awards

Member of the Million Dollar Round Table from 1992 – 2006
Member of “The Court” of the Million Dollar Round Table for 1992 – 2006
Member of the “Top of the Table” of the Million Dollar Round Table for 1994, 1999-2005
National Association of Life Underwriters “National Sales Achievement Award” from 1993 – 2004
National Association of Life Underwriters “National Quality Award” from 1992-2004
National Association of Life Underwriters Member for 1991-2004
Member of Southland Life Companies “Inner Circle” for 1994
Who’s Who World Registry of Global Business Leaders for 1993-1997
Board of Directors, Executive Committee, American Red Cross, Camden County Chapter for 1991-1994

Our Experts

Meet the Team

Toni Rosen

Executive Vice President

Licensed in Life and Health Insurance Toni leads EFG in all aspects of the business including business development and overall operations. She has 22 years of experience in strategic planning and development, financial forecasting, and analysis as well as continuous improvements to optimize the client experience at our agency.

Arlene Ferris-Kauffman

VP of Small Group Marketing

Licensed in Life and Health Insurance Arlene has 15 Years Experience in small group marketing, customer service and claim subrogation. Her number one priority is customer satisfaction. Arlene oversees all of our in-house health accounts and deals directly with all major health insurance carriers. She carefully reviews each and every product available on the market insuring that Executive Financial provides only the best available products for our clients. Arlene manages a data system that insures each account is reviewed on a monthly basis making sure that our health insurance clients’ rates are the most competitive rates the market has to offer. Arlene and her staff work around the clock to insure that the level of service offered at Executive Financial is the best the industry has to offer.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2015 Five Star Wealth Managers.

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