Meet Jean Rosen
Founder of Fiscally Focused LLC
After a decade of providing financial management for aging relatives and requests from others, Jean Rosen recognized a need and founded Fiscally Focused LLC. The individuals shared one common trait . . . they did not have the know-how or the time to manage their own daily financial matters or those of their family members.
As the daughter of a CPA, Jean was exposed to sound financial management at a young age. She managed her family’s household finances as well as business financials throughout her career. As the former Executive Director of non-profit associations in a variety of industries (medical, education, mortgage banking, residential and commercial real estate), she was actively and consistently involved in the day-to-day financial management and oversight of the organizations.
Jean discovered her passion -- using meticulous financial and organizational skills to make a difference for others who are challenged or overwhelmed with their day-to-day financial matters -- while assisting an aging relative who required an enormous amount of help managing her financial resources.
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Jean received a BA from American University and a masters degree in Health Care Administration from George Washington University, Washington, DC. She is a Certified Association Executive and has more than 20 years of professional experience with the accounting, bookkeeping and budgets of non-profit associations and small businesses. Jean is a member in good standing of the American Association of Daily Money Managers and adheres to their strict Standards of Practice and Code of Ethics.
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