Kim Rosenberg, CFP®
Managing Principal and CERTIFIED FINANCIAL PLANNERTM Kim Rosenberg works hand-in-hand with President and CEO Mark Rosenbaum to develop and nurture the company’s talented team and to implement long-term business strategies to achieve company vision and objectives. In addition, Kim is specially trained to support and advise clients going through major life and financial transitions, such as divorce, death, moving, inheritance, selling a business, or even receiving a windfall.
Kim became a financial planner in response to her own personal financial transition. In 2007, her husband, who at that time already had been battling cancer for almost a decade, learned he only had a few years to live. Knowing she would be the sole source of financial support for her three teenagers, Kim determined to educate herself about planning and investments-changed careers and become a planner. Widowed in 2014, she thereafter committed herself to educating clients about how they can take control of their money, leaning on her own deep stores of empathy and experiences as a prior business owner and someone who has cared for an ill loved one and the family in its time of grief.
Her areas of expertise are many. They include taking a holistic approach to wealth management by addressing the sophisticated financial needs of business owners, bringing guidance in the areas of diversification of wealth, tax minimization, estate planning, and other long-term wealth management strategies
When not in the office, she loves eating with friends (she does the dishes, they cook) reading, exercising, and giving workshops to young adults about money.
Kim holds a bachelor’s from University of Massachusetts at Amherst, and is a qualifying member of the elite Million Dollar Round Table (MDRT), which is an exclusive forum for the world’s best life-insurance and financial-services professionals.
Licensed for Insurance Sales in OR, WA, NY, KY, GA Washington DC.
Series 7 (General Securities Representative), Series 66 (Uniform Registered Investment Adviser Law Exam) licensed for Securities Sales.