Mr. Rosenwasser has been providing comprehensive financial planning services to individuals and small businesses since 1981. While proficient in all aspects of financial planning, his field of expertise is in money management and retirement planning. His conservative approach in assembling and managing portfolios has helped his clients plan for financial security and growth.
He has chosen to affiliate with an independent securities firm that does not offer its own financial products. This allows him to be objective in seeking out and scrutinizing the best offerings in today's financial marketplace for his clients.
Especially active in his field, Mr. Rosenwasser coordinates and leads seminars on retirement planning and investment strategies. His services are in demand at area colleges and universities as well. He has been a full time instructor at City University of New York and an adjunct instructor at Fordham University, Iona College and Manhattan College. In addition, he helped create and develop the curriculum for a program leading toward the CFP designation at Baruch College, and later was an instructor in the program.
To Mr. Rosenwasser, furthering his own education and remaining current in his field is vital. He has earned an M.B.A. degree in Finance from the University at Buffalo, a Post-Master's Certificate in Business from Long Island University and a CFP designation from the College for Financial Planning.