Irvin W. Rosenzweig,  CFP<sup>&reg;</sup> - Financial Advisor

Irvin W. Rosenzweig, CFP®

ChFC,CLU,CRPS

President, Chief Investment Officer

RZ WEALTH

480 E Swedesford Rd, Ste 120
Wayne, PA 19087
FINANCIAL ADVISOR'S WEBSITE
(610) 627-5920

General

Irvin Rosenzweig is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RZ WEALTH in Wayne, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPS, AEP, CLU

Insurance Licenses

  • Life insurance: PA,NJ,NY,MD,DE,CA,FL
  • Health/disability insurance: PA,NJ,NY,MD,DE,CA,FL
  • Property/casualty: PA,NJ,NY,MD,DE,CA,FL
  • Fixed annuities: PA,NJ,NY,MD,DE,CA,FL
  • Variable annuities: PA,NJ,NY,MD,DE,CA,FL

Financial Advisor's Specialties

Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources