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

David S. Rosenthal, CFP®

Principal & Wealth Manager

Wealth Management Solutions

8550 E Shea Blvd, Ste 130
Scottsdale, AZ 85260
FINANCIAL ADVISOR'S WEBSITE
(480) 609-4337

General

David Rosenthal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Solutions in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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