David A. Rosenthal,  CFP<sup>&reg;</sup> - Financial Advisor

David A. Rosenthal, CFP®

Private Wealth Advisor

Ameriprise Financial Services, Inc.

877 Baltimore Annapolis Blvd, Ste 315
Severna Park, MD 21146
(800) 658-5772
(410) 975-9773

General

David Rosenthal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Severna Park, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: DC,VA,NM,FL,PA,MD
  • Health/disability insurance: DC,VA,NM,FL,PA,MD
  • Fixed annuities: DC,VA,NM,FL,PA,MD
  • Variable annuities: DC,VA,,NM,FL,PA,MD

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Retirement, Nontraditional Households

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Helpful Financial Planning Resources