Profile

Mr. David Rosenstrock, CFP®, MBA

Wharton Wealth Planning

Contact Details

Wharton Wealth Planning
Wharton Wealth Planning
3 Columbus Circle, Floor 15
New York, NY 10019
Google Map Icon
Primary: (646) 450-7021
Ribbons
NEW MEMBER

Social Links


Professional Credentials/Designations

  • CFP®
  • MBA

Serving Clients Living In

  • CT
  • NJ
  • NY

Engagements Offered

  • Limited/Project Retainers
  • One-Time Reviews
  • Open Retainers
  • Standalone Investment Management
  • Wealth Management

Client Markets Served

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Clients Needs
  • Medical Professionals
  • Professional Athletes or Entertainers
  • Surviving Spouse Planning
  • Woman’s Financial Planning Issues

Education-College/University

  • Cornell University

Education-Degree/Major

  • Bachelor of Science - Economics

Education2-College/University

  • The Wharton School

Education2-Degree/Major

  • MBA - Finance

Office Locations

  • NY

Areas of Specialization

  • Cash Flow/Budgeting/Credit Issues
  • Charitable Giving
  • Children and Money
  • College/Education Planning
  • Investment Advice
  • LGBT Couples and Families
  • Portfolio Management
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning
  • Wealth Management

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations

  • FPA
  • NAPFA

Other Associations

  • David has written and contributed to articles on investing and financial planning for CBS News, CNN, Fox News, Forbes, Investopedia, 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.

Background

  • Fee-Only Planner (no commissions)