William Burk Rosenthal,  CFP<sup>&reg;</sup> - Financial Advisor

William Burk Rosenthal, CFP®

ChFC, CRC, CFS

President

Rosenthal Retirement Planning, LP

100 E 15th St, Ste 100
Fort Worth, TX 76102-6500
FINANCIAL ADVISOR'S WEBSITE
(817) 336-2000

General

William Rosenthal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rosenthal Retirement Planning, LP in Fort Worth, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRC

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

National Planning Corp.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Identity Theft, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Personal Taxes, Women's Finances

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