David Rothstein, Cfp®, Cpwa®, Bfa™ Email & Phone Number

My commitment to clients:1. One-to-one financial advice:We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.2. Personalized recommendations:We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.3. Regular meetings:We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.4. Anytime access:At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

Listed skills include Mathematics, Leadership, Microsoft Office, Microsoft Word, and 6 others.

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  Private Wealth Advisor | Managing Partner

  Amberstone Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc

  May 2017 - Present

  Amberstone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC.