Rich Rosenberg

Rich Rosenberg, CPA, CFP®

Managing Director & Head of Tax & Insurance

New York, NY

Rich focuses on client service, financial planning and tax consulting services. A veteran tax specialist and personal financial planner, he uniquely combines a broad understanding of U.S. tax laws, including income and estate tax strategies, with a vast knowledge of the financial markets.

Previously, Rich was a manager in the Private Client Service division of Arthur Andersen. His primary role included the management of high-net-worth clients within their personal financial planning practice, working closely with the wealthiest individuals in the country to help them mitigate income taxes and enhance their wealth.

Rich is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER professional and a member of the American Institute of Certified Public Accountants, the New York State Society of CPAs and the Financial Planning Association. He received a Master’s of Business Administration from New York University’s Stern School of Business and bachelor’s degree from the University of Vermont.