Jacob Rosenberg, CPA of Bernath & Rosenberg located in New York NY was recently honored as one of Cetera Financial Specialists’ top advisors at the firm’s annual Connect conference. Jacob was one of only two individuals in New York State to ever receive this honor for twelve consecutive years.
“This conference is always a fantastic opportunity to connect with my peers from around the country and being recognized among other top advisors is very rewarding,” said Rosenberg. “We heard some great presentations from Cetera Financial Specialists’ executive team, as well as other keynote speakers. I enjoy that each session is tailored to my level of knowledge and learning objectives in different areas of financial services, ensuring that I’m equipped to provide the best service for my clients.”
Gregg Ruvoli, president of Cetera Financial Specialists, opened the 17th annual conference with top advisor recognition.
“Our advisors never cease to amaze us,” said Ruvoli. “They continue to be top performers in the industry, as well as strong role models in their respective communities. We are thankful to be partners and to help support their success.”
Jacob and his team at Bernath & Rosenberg work with business owners and affluent families to help preserve, protect, and grow their wealth throughout generations. Jacob has been licensed with Cetera Financial Specialists since 2002. He has over 30 years of professional financial services experience.
As a member of Cetera Financial Group, Inc., Cetera Financial Specialists is able to offer all the benefits of a large, established broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and Registered Investment Advisor services, with the personal relationships often found only at boutique firms.