Protect Your Investments and Build an Investment Strategy
May 18, 2023
David Rosenstrock, CFP
Protect Your Investments and Build an Investment Strategy for Volatile Market Conditions
presented by David Rosenstrock, CFP® from Wharton Wealth Planning
Brief Description: Investment Planning and Risk Management Strategies for Peace of Mind. Today’s economic conditions make it particularly important to safeguard your future.
Review some of our favorite strategies for:
Retirement Planning (including new retirement legislation)
David Rosenstrock, CFP® is a Certified Financial Planner and the Director and Founder of Wharton Wealth Planning. He earned an MBA from the Wharton School of Business and a B.S. in economics from Cornell University.
Wharton Wealth Planning provides independent financial-planning and investment management services to individuals, families and small businesses. Our philosophy is that independent, fee-only advice yields the best financial solutions. Our goal is to provide conflict-free services and place our clients' needs first. As a fiduciary, we are independent, objective, and commission-free.
Advisory services include: investment portfolio planning, tax planning, retirement planning (distributions and conversions), estate planning, cash flow planning, education planning, charitable giving, employee stock options, and insurance needs analysis.
David has over 25 years of experience in professional finance and started his career as an analyst at Goldman Sachs. As an independent wealth advisor, David’s firm can choose from any product that is available based on what they believe is best for clients.
David has contributed to articles on investing and financial planning for Forbes, Yahoo Finance, Fortune Magazine, MarketWatch, MSN, ETF Trends, Morningstar, Physician on Fire, GO Banking Rates, New York State Academy of General Dentistry, and Business Insider and was a guest on several podcasts (website at www.whartonwealthplanning.com for media articles). He has also served as an experienced volunteer at many nonprofit organizations in his community including the Police Athletic League and a local food delivery service for the homebound. David lives in New York, with his wife and their two very active children.