David Rothstein, CFP<sup>&reg;</sup> - Financial Advisor

David Rothstein, CFP®

CPWA®, BFA™

Private Wealth Advisor

Amberstone Wealth - Ameriprise Financial Services, LLC

530 W Spring St, STE 150
Columbus, OH 43215
FINANCIAL ADVISOR'S WEBSITE
(614) 621-2639 CONNECT WITH David
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General

David Rothstein is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Amberstone Wealth - Ameriprise Financial Services, LLC in Columbus, OH and the surrounding communities.

Financial Advisor Overview

David Rothstein, CFP®, CPWA®, BFA™, is a Private Wealth Advisor and Managing Partner of Amberstone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Columbus, Ohio. David provides comprehensive financial planning and wealth management for business owners, retirees and pre-retirees, high-net-worth families, and established professionals with $1M+ in investable assets across Columbus, Central Ohio, and nationwide. Amberstone Wealth specializes in retirement income planning, estate and legacy planning, wealth preservation, tax planning, charitable giving strategies, and behavioral finance. The firm's mission is to simplify life for the families it serves, inspire action toward meaningful financial milestones, and preserve legacy across generations. Amberstone Wealth was named to the Forbes Best-in-State Wealth Management Teams list in both 2025 and 2026, and David was recognized on the Forbes Best-in-State Next-Generation Wealth Advisors list in 2022. A graduate of Ohio University with a Bachelor of Business Administration in Finance, David is a member of the Financial Planning Association, Investments & Wealth Institute, and Exit Planning Institute. He serves as Investment Committee Chair on the JewishColumbus Board of Trustees, established the David Rothstein Amberstone Wealth Endowed Scholarship at Ohio University, and sits on the Finance Advisory Council within the Ohio University College of Business. Amberstone Wealth maintains offices in Columbus and Chillicothe, Ohio, serving clients throughout Central Ohio and nationwide.

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Financial Advisor Experience

2017 - present

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - BFA

Insurance Licenses

  • Life insurance: Multiple
  • Health/disability insurance: Multiple
  • Fixed annuities: Multiple
  • Variable annuities: Multiple

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

David Rothstein may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. An Associate with an Ameriprise Financial Franchise. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households

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