Forbes Best-in-State Wealth Advisor

David Rosenberg has been named by Forbes as one of the Best-in-State Wealth Advisors for 2021 and 2022. These lists are assembled by evaluating factors such as best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.


The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials.
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of marketing materials.

Certified Investment Management Analyst^® (CIMA)

A Financial Advisor who has earned the Certified Investment Management Analyst® designation has at least three years of financial services experience and a satisfactory record of ethical conduct, as determined by the Investments & Wealth Institute Admission Committee. These professionals have completed an educational component offered by one of the approved Registered Education Providers, as well as an in-class program at The Wharton School, University of Pennsylvania, or online through Yale School of Management.