Stacey Rosenson, CFP®

Vice President

Stacey joined the firm in 2018 and serves as an Advisor in our New York office. She works with clients to develop, implement, and oversee solutions that integrate investment, insurance, retirement, tax, and estate planning into a comprehensive strategy.

Previous Experience

  • Joel Isaacson & Co., LLC
  • Berson and Corrado Investment Advisory Services
  • UBS Financial Services

Education & Credentials

  • BS, University of Maryland – Smith School of Business
  • Certificate in Financial Planning, School of Professional Studies at New York University
  • Certified Financial Planner

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.