David Rosenstrock, Cfp®, Mba Email & Phone Number

Director of Financial Planning and Investments at an independent Registered Investment Advisor with expertise in investment management and financial planning for retirement and more. Background in fixed-income products, equities, financial planning, ESG investing, and alternative investments. Wharton MBA and CFP® certification. Contributor to articles on investing and financial planning for retirement and more for CNN, CBS News, Fox Business News, Forbes, Yahoo Finance, Fortune Magazine, MarketWatch, MSN, ETF Trends, Morningstar, Physician on Fire, The Journal of the New York State Academy of General Dentistry, and Business Insider. Podcast guest appearances, media articles and more on us at https://whartonwealthplanning.com/.Wharton Wealth Planning provides in-person and virtual fee-based fiduciary investment advice and financial planning services to navigate life changes (such as retirement, career, family, divorce, inheritance). Whether you are early in your career and starting to think about retirement or retired and seeking to maximize portfolio returns and retirement income, we can provide customized and comprehensive investment management and retirement planning services.As an independent Registered Investment Advisor firm, we are not tied to any particular family (brand) of funds or investment products. Our goal is to provide conflict-free services and place our clients' needs first. As a fiduciary, we are independent, objective, and commission-free. We select the products we believe are best for your long-term financial well-being. Unlike many other brokers and advisors, our advisors' compensation is not based on what products are used to implement your investments. Advisors who aren’t fee-only or fiduciary advisors may earn commissions on the sale of financial products to their clients, which can present a conflict of interest.

Listed skills include Alternative Investments, Financial Advisory, Hnw, Economy, and 45 others.