Stacey Rosenson, CFP®

Stacey joined the firm in 2018 and serves as an Advisor. Stacey 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.