Jacob I. Rosenberg – Founder & Partner
CPA/PFS, CFP®
Jacob I. Rosenberg has over 30 years of experience as a Certified Public Accountant, Certified Financial Planner™ practitioner and Personal Financial Specialist.
As the leader of our wealth management division, he works with a select group of families and assists them by clarifying their financial issues and partnering with them as they move through the various stages of their lives.