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

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.

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).

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.

Drafted legal memoranda, prepared orders, and facilitated negotiations in landlord/tenant cases. Conducted mediations for small claims and housing cases.

Doctor Of Law (J.D.)

Graduate Certificate, Labor Studies

Bachelor Of Arts - Ba, Sociology