Broker Check
Brian Rosenbaum, CFP

As a Certified Financial PlannerTM, Brian Rosenbaum specializes in portfolio design and customized retirement income distribution strategies. In addition to investment planning, Brian works to help clients understand their personal exposure to various financial risks. Risk management coupled with discovering clients' core values allows for the creation of holistic financial plans designed to meet their needs. Brian is a Registered Representative and Investment Advisor Representative of Kestra Financial.