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Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf Email & Phone Number
Chief Financial Officer and Managing Partner
at
VERANÓ Hotels + Resorts
1 work email found
@veranohotelsandresorts.com
1 phone found area 585
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer and Managing Partner
Location
Phoenix, Arizona, United States
Company size
Who is Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf? Overview
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Quick answer
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf is listed as Chief Financial Officer and Managing Partner at VERANÓ Hotels + Resorts, a with 4 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at veranohotelsandresorts.com, phone signal with area code 585, and a matched LinkedIn profile for Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf.
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf previously worked as Chief Financial Officer/ Managing Partner at Veranó Hotels + Resorts and Chief Executive Officer at Ability First Financial, Llc. Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf holds Charted Life Underwriter, Insurance from The American College Of Financial Services.
Company email context
Email format at VERANÓ Hotels + Resorts
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{first}@veranohotelsandresorts.com
89% confidence
AeroLeads found 1 current-domain work email signal for Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf. Compare company email patterns before reaching out.
Profile bio
About Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf
Seth has worked with Fortune 100 insurance carriers and is the fifth generation providing insurance and financial planning solutions to businesses and individuals. He currently holds the designations of Chartered Life Underwriter (CLU® from the American College of Financial Services), Certified Financial Planner, (CFP®), Life Underwriting and Training Council Fellow from the National Association of Insurance and Financial Advisors, and a baccalaureate in Business Administration from the University of Maryland University College. He currently holds his Life, Health, Personal lines Property, and Casualty. This is not an offer or solicitation to buy or sell a security in any state. Insurance services from Ability First Financial, LLC.
Listed skills include Sales, Customer Service, Marketing, Direct Sales, and 46 others.
Current workplace
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf's current company
Company context helps verify the profile and gives searchers a useful next step.
Veranó Hotels + Resorts
15 roles · 27 years
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer/ Managing Partner
CurrentResponsible for financial management planning for Island Paradise Opportunity Zone Fundhttps://www.islandparadisepr.com/portfolio
Mar 2022 - Present
Chief Executive Officer
Current
Ability First Financial, Llc
Ability First focuses on delivering a unique collection of financial solutions, for business, High Net-worth individuals, CPA's and Advisory Firms
Dec 2018 - Present
Chief Investment Officer
Capital Executive Solutions,
In today’s changing environment Capital Services, Inc. is proud to announce the formation of our New Registered Investment Advisory Firm. Capital Executive Solutions, Inc takes the approach of a true fiduciary, making recommendations free from varying fee distraction. We are proud to say that we do not accept any fees (hidden or disclosed) from investment companies of any type. Financial advice needs to be an ongoing relationship. As an organization we focus on providing unique solutions for Business’ and Executives with tax mitigation in mind. 401k, Cash Balance, captive insurance companies, and more. Capital Executive Solutions, Inc. Is a Registered Investment Advisory Firm, Affiliated with Capital Services, Inc.
Jan 2018 - Dec 2018
Insurance And Financial Planning
Insurance Agency (Offices In Towson, Maryland And Phoenix Arizona)
Premier Health & Welfare Consulting Firm*** develops customized solutions for clients with optimal results driven by our team of experts, which include board-certified physicians, financial analysts, HR/OD strategists, and experienced client advocates. From custom employee communication materials to human resources tools and claims data analysis, *** provides a complete range of products and services to help your organization achieve its strategic objectives. Strategic benefit planning services include:• Employee Benefits Group Plan Design & Administration • Executive Coaching and Business Strategy• Multi-year Planning & Market Reviews, International & Domestic Benefits• Fringe Benefit Programs for Service Contract Act & Federal Contractors• Benchmarking, Analytics & Actuarial Services• Regulatory Compliance & Executive Business Planning• Human Capital & Organizational Development Services• Wellness Productivity Champions, Onsite Clinics & ROI Reporting• Retirement Planning 401k, Solo 401k, 403B, SEP, and IRA's• COLI, BOLI, ESOP, SERP and TOP Hat Plans• Life Insurance and Disability Insurance Planning• Individual, Executive and Group Financial Planning as an Employee Benefit
Aug 2015 - Dec 2018
Registered Representative, Investment Advisor Representative
Integrity, leadership and service are the hallmarks of LifeMark’s philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC registered RIA, providing a “best in class” array of products and services to independent financial advisors. LifeMark’s principals are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulatory matters. Beyond common rhetoric, LifeMark’s ethos places the interests of its public customers first while supporting its financial advisors in their ability to deliver objective and personalized financial planning services, through the utilization of advanced financial planning software. Leveraging sophisticated technology and a comprehensive approach, advisers can provide deeper insights to solving client's most challenging issues. Individual plans are based on a client's specific and unique circumstance, addressing a single concern or the most complex planning issues.Examples of this unique corporate ethos can be seen throughout its 30-year history. Notably, in 2008, LifeMark became the first broker/dealer to eliminate its Pre-Dispute Arbitration Agreement as a prerequisite to opening an account with the firm. Again, in 2013, LifeMark became the first broker/dealer to implement firm-wide training on the new GFS® (Global Financial Steward) curriculum which fully integrates the subjects of fiduciary responsibility, leadership and stewardship.LifeMark clears its general securities trading through National Financial Services LLC, a subsidiary of Fidelity Investments.Please be advised that neither I nor LifeMark Securities can execute instructions regarding trading or distributions that are left by any means other than speaking directly with a registered representative. All inquiries must be directed to srosenberg@capital-services.comMember FINRA: www.finra.orgMember SIPC www.sipc.org
Oct 2015 - Jan 2018
Financial Advisor
Oct 2014 - Aug 2015
Sales Representative
Providing Local service for Auto Home and Life Insurance
Jul 2012 - Oct 2014
Director Of Business Development
Aug 2010 - Jan 2012
Director Of Business Development
Cmyk Design Print Mail
Aug 2010 - Jan 2012
President
Marketing Solutions Management, Inc
Full service Direct mail company; With Print broker and list acquisition services.
May 2010 - Feb 2011
Director Of Sales
Precision Postal
2005 - May 2010
Computer Sales (Audi)
Mile One
Jan 2005 - Jul 2005
Corporate Business Relations
Katsucon Entertainment, Inc.
2000 - 2005
~5 yrs
Computer Sales
May 1999 - Nov 2000
6 education records
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf education
Charted Life Underwriter, Insurance
The American College Of Financial Services
Bachelor Of Science (Bs), Business Administration And Management, General
University Of Maryland Global Campus
Life Underwriting Training Council Fellowship, Lutcf
The American College Of Financial Services
Associate Of Arts And Sciences (A.A.S.), General Studies
Catonsville Community College
College Preparatory High School Diploma, Engineering
Baltimore Polytechnic Institute
Education record
University Of Maryland Baltimore County
FAQ
Frequently asked questions about Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf
Quick answers generated from the profile data available on this page.
What company does Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf work for?
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf works for VERANÓ Hotels + Resorts.
What is Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf's role at VERANÓ Hotels + Resorts?
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf is listed as Chief Financial Officer and Managing Partner at VERANÓ Hotels + Resorts.
What is Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf's email address?
AeroLeads has found 1 work email signal at @veranohotelsandresorts.com for Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf at VERANÓ Hotels + Resorts.
What is Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf's phone number?
AeroLeads has found 1 phone signal(s) with area code 585 for Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf at VERANÓ Hotels + Resorts.
Where is Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf based?
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf is based in Phoenix, Arizona, United States while working with VERANÓ Hotels + Resorts.
What companies has Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf worked for?
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf has worked for Veranó Hotels + Resorts, Ability First Financial, Llc, Capital Executive Solutions,, Insurance Agency (Offices In Towson, Maryland And Phoenix Arizona), and Lifemark Securities Corp.
How can I contact Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf?
You can use AeroLeads to view verified contact signals for Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf at VERANÓ Hotels + Resorts, including work email, phone, and LinkedIn data when available.
What schools did Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf attend?
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf holds Charted Life Underwriter, Insurance from The American College Of Financial Services.
What skills is Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf known for?
Seth Rosenberg Cfp®,Clu®,Gfs®, Lutcf is listed with skills including Sales, Customer Service, Marketing, Direct Sales, Business Development, Sales Management, Leadership, and Sales Process.
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