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
- Business Owners
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
David B. Rosenstrock, CFP®, MBA, has been dedicated to the investment management field and helping individuals effectively manage their wealth for over twenty years. Working closely with clients to understand their current situation and future aspirations, he creates thoroughly personalized financial and investment plans tailored to the unique needs of each individual.Since entering the financial services field in 1995, David has worked at several broker-dealers focusing on fixed-income and equity markets for institutional investors and started his career as an analyst at Goldman Sachs.
As an independent financial advisor, he has the benefit of access to investment options that may not be available to financial advisors tied to large Wall Street Firms, which is an advantage that can make a substantial difference for his clients.
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 provided commentary and written articles on investing and financial planning for CNBC, Barron's, NBC News, CBS News, CNN, Fox News, Forbes, Investopedia, Kiplinger, U.S. News and World Report, Investing.com, 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 Money Life Podcast and The Retirement Wisdom Podcast. Links to articles and podcasts can be found at https://whartonwealthplanning.com/.
Additional Information
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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