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Matthew Rosenberg's Hand-picked 2019 Agenda
2018 AICPA Outstanding Young CPA Award winner
EDGE Career Development
Titles on Matthew Rosenberg's LinkedIn profile:
President, RoseCap Advisors
Your professional credentials and affiliations:
Years in the business:
Helping individuals, families, and institutions achieve their financial goals.
Create a comprehensive financial services firm.
Keep my practice on the cutting edge of technology available in the financial services industry.
Develop relationships and work with top talent in the financial services industry.
To always act in the best interest of my clients.
In your toolkit:
Portfolio construction & management
Accounting services (tax prep, bookkeeping, payroll, etc.)
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