Marisa Rothstein, Jd, Cfp, Aep

Marisa Rothstein, Jd, Cfp, Aep Email and Phone Number

Personal Financial Advisor at Siena Private Wealth @ Siena Private Wealth
57 N Main St, West Hartford,Connecticut 06107,United States
Marisa Rothstein, Jd, Cfp, Aep's Location
West Hartford, Connecticut, United States, United States
Marisa Rothstein, Jd, Cfp, Aep's Contact Details

Marisa Rothstein, Jd, Cfp, Aep work email

Marisa Rothstein, Jd, Cfp, Aep personal email

n/a
About Marisa Rothstein, Jd, Cfp, Aep

As a Certified Financial Planner and attorney, my goal is to manage your investments to help you reach your financial goals. While investing always involves risk, including the loss of principal, I work to reduce any unnecessary risk and use as many socially responsible investments as possible. In my view, portfolio management is a sliver of what being a good financial advisor is--I'm also constantly seeking ways to help you and your family with estate planning, insurance coverage, or education saving.

Marisa Rothstein, Jd, Cfp, Aep's Current Company Details
Siena Private Wealth

Siena Private Wealth

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Personal Financial Advisor at Siena Private Wealth
57 N Main St, West Hartford,Connecticut 06107,United States
Website:
sienaprivate.com
Employees:
1
Marisa Rothstein, Jd, Cfp, Aep Work Experience Details
  • Siena Private Wealth
    Personal Financial Advisor
    Siena Private Wealth Nov 2019 - Present
    At Siena Private Wealth, our goal is to maximize your resources to enable you to reach financial peace and satisfaction.​We understand the in's and out's of the financial markets, tax code, and estate law, but more importantly, we understand how they impact you and your goals.After much experience in the wealth advisory industry, we have crafted Siena Private Wealth with the mission to provide clients the attention they desire with integrity, customization, and compassion.Our clients are like family. We created Siena Private to treat them as such.
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  • Baker Avenue Wealth Management
    Wealth Advisor - Managing Director
    Baker Avenue Wealth Management Sep 2016 - Nov 2019
    Marisa Rothstein, a Wealth Advisor at Baker Avenue, is passionate about helping clients achieve their financial goals. Marisa takes a holistic approach to financial planning—considering various aspects of a client’s financial and personal life—to develop customized financial plans. Specializing in tax, trusts, and estate planning, Marisa works with individuals and families to plan confidently for their future. Marisa is a member of the New York State Bar Association and has attained designation as a Certified Financial Planner (CFP) and Accredited Estate Planner (AEP).
  • Asset Strategies, Inc.
    Financial Advisor - Associate
    Asset Strategies, Inc. May 2012 - Sep 2016
    Created personal financial plans, assisted in investment management, and prepared personal income tax returns for high net worth individuals. Conducted surprise Securities and Exchange Commission (SEC) audits for Registered Investment Advisors (RIAs) across the country.
  • Superior Court Of Middlesex County
    Law Clerk To The Honorable Melvin Gelade
    Superior Court Of Middlesex County Sep 2011 - Sep 2012
    Drafted legal memoranda, prepared orders, and facilitated negotiations in landlord/tenant cases. Conducted mediations for small claims and housing cases.

Marisa Rothstein, Jd, Cfp, Aep Skills

Personal Financial Planning Asset Management Communication Public Speaking Tax Planning Estate Planning Trust Planning Financial Planning Business Development Wealth Management Finance Investments Financial Advisory Personal Tax Planning Estate Tax Planning Retirement Planning

Marisa Rothstein, Jd, Cfp, Aep Education Details

  • Cardozo School Of Law
    Cardozo School Of Law
    Doctor Of Law (J.D.)
  • The City University Of New York
    The City University Of New York
    Labor Studies
  • Vassar College
    Vassar College
    Sociology

Frequently Asked Questions about Marisa Rothstein, Jd, Cfp, Aep

What company does Marisa Rothstein, Jd, Cfp, Aep work for?

Marisa Rothstein, Jd, Cfp, Aep works for Siena Private Wealth

What is Marisa Rothstein, Jd, Cfp, Aep's role at the current company?

Marisa Rothstein, Jd, Cfp, Aep's current role is Personal Financial Advisor at Siena Private Wealth.

What is Marisa Rothstein, Jd, Cfp, Aep's email address?

Marisa Rothstein, Jd, Cfp, Aep's email address is ma****@****ate.com

What schools did Marisa Rothstein, Jd, Cfp, Aep attend?

Marisa Rothstein, Jd, Cfp, Aep attended Cardozo School Of Law, The City University Of New York, Vassar College.

What are some of Marisa Rothstein, Jd, Cfp, Aep's interests?

Marisa Rothstein, Jd, Cfp, Aep has interest in Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Arts And Culture, Health.

What skills is Marisa Rothstein, Jd, Cfp, Aep known for?

Marisa Rothstein, Jd, Cfp, Aep has skills like Personal Financial Planning, Asset Management, Communication, Public Speaking, Tax Planning, Estate Planning, Trust Planning, Financial Planning, Business Development, Wealth Management, Finance, Investments.

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