2018 AICPA Outstanding Young CPA Award winner | ENGAGE 2020

Matthew Rosenberg's Hand-picked 2019 Agenda

2018 AICPA Outstanding Young CPA Award winner

Up to 44.5 CPE

Conference:

EDGE Career Development

Titles on Matthew Rosenberg's LinkedIn profile:

President, RoseCap Advisors

Your professional credentials and affiliations:

CFA, CPA/PFS

Years in the business:

Junior
Mid
Senior

Your ambitions:

  • 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
  • Financial planning
  • Tax planning
  • Accounting services (tax prep, bookkeeping, payroll, etc.)
  • Risk management
  • Business development

Your agenda at AICPA ENGAGE 2019

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