About David
David B. Rosenstrock, CFP®, MBA, has been dedicated to the investment management field and helping individuals effectively manage their wealth for over twenty years. As an independent financial advisor, he has the benefit of access to investment options that may not be available to financial advisors tied to large Wall Street Firms. Since entering the financial services field in 1995, David has worked at several broker-dealers focusing on fixed-income and equity markets for institutional investors and started his career as an analyst at Goldman Sachs.
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Registered in
New York
Regulatory
The firm
Investment & Retirement Solutions. Wharton Wealth Planning is an independent, fee-only fiduciary financial planning firm serving individuals and families in New York City and nationwide, specializing in comprehensive retirement planning, investment management, and tax-efficient wealth strategies.
150 Washington Avenue, Suite 201, Santa Fe, NM 87501