Uptown Interagency Council on Aging


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Bio :
Prior to founding Wharton Wealth Planning, LLC, David B. Rosenstrock, CFP® 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. He earned his MBA from the Wharton Business School and B.S. in economics from Cornell University. He is a Certified Financial Planner and is also licensed to sell life insurance. David has contributed to articles on investing and financial planning for CBS News, Forbes, Yahoo Finance, Fortune Magazine, MarketWatch, MSN, ETF Trends, Morningstar, Physician on Fire, and Business Insider and has been a guest on several podcasts (website at www.whartonwealthplanning.com for media articles). He has also served as an experienced volunteer at many nonprofit organizations in his community including the Police Athletic League and a local food delivery service for the homebound. David lives in New York, with his wife and their two very active children.
Title :
Certified Financial Planner and Director of Investments
Agency Name :
Wharton Wealth Planning