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DAVID ROSENSTROCK
Bio :
About Us
Wharton Wealth Planning is an independent, fee-only fiduciary financial planning firm serving individuals and families in New York City and nationwide, specializing in comprehensive retirement planning, investment management, and tax-efficient wealth strategies. We are also a NAPFA-registered financial advisor, a designation from the National Association of Personal Financial Advisors. We focus on serving clients across the following categories: high-income professionals, families, physicians, pre-retirees, and retirees.
Whether you are early in your career and starting to think about retirement or retired, seeking to maximize portfolio returns and income, we can help you. As a fiduciary, we are objective and commission-free. With the unique expertise of both a CFP® and MBA designation and over two decades of hands-on experience, we bring an interdisciplinary approach to the challenges of investments and financial planning.
David B. Rosenstrock, CFP®, MBA, has been dedicated to the investment management field and helping individuals effectively manage their wealth for over twenty years. 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. 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.
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, Yahoo Finance, Fortune Magazine, MarketWatch, NASDAQ, Morningstar, Physician on Fire, The Journal of the New York State Academy of General Dentistry, and Business Insider. He has also been a guest on several podcasts, including The Money Life Podcast and The Retirement Wisdom Podcast. More information can be found at https://whartonwealthplanning.com/fee-only-cfp-financial-consultant-for-retirement/
Wharton Wealth Planning is an independent, fee-only fiduciary financial planning firm serving individuals and families in New York City and nationwide, specializing in comprehensive retirement planning, investment management, and tax-efficient wealth strategies. We are also a NAPFA-registered financial advisor, a designation from the National Association of Personal Financial Advisors. We focus on serving clients across the following categories: high-income professionals, families, physicians, pre-retirees, and retirees.
Whether you are early in your career and starting to think about retirement or retired, seeking to maximize portfolio returns and income, we can help you. As a fiduciary, we are objective and commission-free. With the unique expertise of both a CFP® and MBA designation and over two decades of hands-on experience, we bring an interdisciplinary approach to the challenges of investments and financial planning.
David B. Rosenstrock, CFP®, MBA, has been dedicated to the investment management field and helping individuals effectively manage their wealth for over twenty years. 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. 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.
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, Yahoo Finance, Fortune Magazine, MarketWatch, NASDAQ, Morningstar, Physician on Fire, The Journal of the New York State Academy of General Dentistry, and Business Insider. He has also been a guest on several podcasts, including The Money Life Podcast and The Retirement Wisdom Podcast. More information can be found at https://whartonwealthplanning.com/fee-only-cfp-financial-consultant-for-retirement/
Title :
Certified Financial Planner and Director of Investments
Agency Name :
Wharton Wealth Planning
Agency Website :