Richard Rosenberg, CPA, CFP®, CLU®

Managing Director & Senior Wealth Advisor

Designations and Licenses

Richard is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Life Underwriter.

Experience and Education

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

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

He has an MBA from New York University’s Stern School of Business and a bachelor’s degree from the University of Vermont. He is a member of the American Institute of Certified Public Accountants, the New York State Society of CPAs and the Financial Planning Association.

Personal Interests

Rich participates in various philanthropy causes. In his spare time, he enjoys coaching little league.

Rich’s Offices

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