David Rosenstrock (CFP®, MBA)

David Rosenstrock focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Prior to founding Wharton Wealth Planning, LLC, David B. Rosenstrock, CFP®, MBA, worked as a Director of Investment Research at Registered Investment Advisor Sage Capital Management LLC for six years. Previously, David worked at several regional broker dealers focusing on fixed-income and equity markets for institutional investors and started his career as an analyst at Goldman Sachs. Over David's career he has helped analyze, trade, and manage billions of dollars in asset categories including stocks, bonds, and other investments. One of David's specialties is providing customized and comprehensive asset management and retirement planning solutions.


EDUCATION

Graduate School: THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA, Master of Business Administration (with academic honors)

College: CORNELL UNIVERSITY, Bachelor of Science, Major in Economics

Certification: THE COLLEGE FOR FINANCIAL PLANNING, Certified Financial Planner™


PUBLISHED ARTICLES

David has written and contributed to articles on investing and financial planning for CBS News, CNN, Fox News, Forbes, Yahoo Finance, Fortune Magazine, MarketWatch, NASDAQ, MSN, ETF Trends, Morningstar, Physician on Fire, The Journal of the New York State Academy of General Dentistry, The Environmental Magazine, and Business Insider. He has also been a guest on several podcasts, including The Retirement Wisdom Podcast. Links to articles and podcasts can be found at https://whartonwealthplanning.com/.

Additional Information

COMMUNITY

David is a committee member of the Sustainability Investment Leadership Council and a member of the Financial Planning Association (FPA) and the Fee-Only Network.

David lives in New York and he and his wife are the proud parents of a son and daughter. In his spare time, David enjoys the outdoors, traveling, exercising (including swimming, biking, and yoga), music, and staying up to date on financial topics that are relevant to his clients. He is also active in his community through the Parents’ Association, a baseball and basketball fan, and a foodie. David also volunteers to provide financial planning services to underserved communities to help people take control of their financial lives. Throughout the year, David can often be found in New Mexico traveling for business, visiting family in the area, and exploring Santa Fe.

NAPFA Start Date

October 17, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3 Columbus Circle, Floor 15 New York City, NY 10019 Phone: (646) 450-7021

Other Offices

150 Washington Ave #201 Santa Fe, NM 87501 Phone: (646) 450-7021