Mr. Rosenwasser has been providing comprehensive financial planning services to individuals and small businesses since 1981. While proficient in all aspects of financial planning, his field of expertise is in money management and retirement planning. His conservative approach in assembling and managing portfolios has helped his clients plan for financial security and growth.
He has chosen to affiliate with an independent securities firm that does not offer its own financial products. This allows him to be objective in seeking out and scrutinizing the best offerings in today's financial marketplace for his clients.
Especially active in his field, Mr. Rosenwasser coordinates and leads seminars on retirement planning and investment strategies. His services are in demand at area colleges and universities as well. He has been a full time instructor at City University of New York and an adjunct instructor at Fordham University, Iona College and Manhattan College. In addition, he helped create and develop the curriculum for a program leading toward the CFP designation at Baruch College, and later was an instructor in the program.
To Mr. Rosenwasser, furthering his own education and remaining current in his field is vital. He has earned an M.B.A. degree in Finance from the University at Buffalo, a Post-Master's Certificate in Business from Long Island University and a CFP designation from the College for Financial Planning.
Helpful Content
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Surprises
Making the most of surprises is a great reason to work with us.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
View all calculators 
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.