Kim Rosenberg, Investment Advisor Representative

Kim offers her clients a broad-view, long-term approach to their wealth. She believes each client's unique goals can be achieved through creative, sustainable strategies, and she provides clear explanations of the options. Kim listens carefully and educates passionately. "I see wealth as a conduit for making a real and significant difference. I work with my clients to succeed in developing the freedom to support their family, their values and to initiate positive change in our world through support of the worthwhile causes that resonate with them."

Read more about Kim's focus on financial strategies for physicians and businesses owned by women.

Kim Rosenberg began her professional career in Washington, D.C. working as a member of Congressman Les AuCoin’s legislative staff. It was there that she began her lifelong passion for local and international politics.

She came back to Portland to work for the Oregon Health Care Association to help develop a citizen lobby that was able to successfully convince the Oregon State Legislature to fund nursing home residents who were losing their Medicaid benefits.

Kim left Salem to help run Pizzicato, her family’s business, and then took off time to raise her three children. She re-entered the workplace with a renewed goal of working with the Portland business community. (Listen to Kim's business podcasts on Funding a Buy-Sell Agreement and How a Disability Can Dramatically Affect Your Business and Your Income.)

Her recent job as an Executive Recruiter exposed her to the diverse growth of the Portland business community and the continuing need for a supportive government infrastructure and competitive job market to enhance the city’s success.

Kim is thrilled to join Rosenbaum Financial, LLC with the goal of reaching a new generation of investors. Kim is especially passionate about helping clients who are faced with the financial strain of chronic illness.

Kim is involved in the community; she currently serves as Vice President of the Board of Directors of the Jewish Federation of Portland. She is also the development Chair of the Diabetes Advisory Council at the Harold Schnitzer Diabetes Institute at OHSU and Cedar Sinai Jewish Health Center board. Kim also volunteers for Banking on our Future, a national education program that teaches kids in 4th through 12th grades about issues surrounding money, budgeting and investing.

Click here to send an email message to Kim.