Michael Rosenberg, RFC, CPFA
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Serving Clients Nationwide
Dedicated to providing experienced guidance on all aspects of wealth management.
Areas of Focus
- Business Owners
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Michael Rosenberg, RFC, CPFA
I am Michael Rosenberg, RFC, CPFA, Managing Director of Diversified Investment Strategies, LLC, and I have been serving the financial planning needs of the Greater Northern New Jersey area for over 33 years. My commitment to excellence is embodied by the hundreds of clients I have successfully served over my long and successful career.As you seek answers to your financial questions, it is important to remember that, as unique as your situation may be, there is a good chance that I have served someone just like you over the last 33 years.
As a boutique practice, my niche has been serving those individuals at or approaching retirement. I have a creative approach to retirement that stems from my belief that individuals in the distribution stage need to invest differently than those in the accumulation stage. My financial planning goes beyond the simple answer of reallocating one’s portfolio to a higher concentration of fixed income over stocks.
My credentials have been impeccable throughout my career. Beyond being an LPL Registered Representative, I have a license in life and health insurance, and maintain the designation Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARFC) located in Middletown, Ohio, and Certified Plan Fiduciary Advisor (CPFA) through the National Association of Plan Advisors located in Arlington, Virginia.
An avid golfer, I am a four-time club champion and a former member of the Board of Governors at the Maplewood Country Club in Maplewood, NJ. I am also a former captain of the Glassboro State College golf team. I graduated from Glassboro State College (now Rowan University) with a BA in Business.
My wife Jody and I have been married for nine years, and I have two adult daughters. My roots in the community are strong. I was raised in Springfield, NJ, and I have lived in Livingston for over 30 years.
Serving the community is also important to me. I am a former member of the Rowan University Board of Directors. I have also served on the board of the Central Jersey Chamber of Commerce, as well as the Ironbound Business Association.
I am affiliated as a Registered Representative, Registered Representative Associate, and Branch Manager of LPL Financial, a Registered Broker/Dealer, Member FNRA/SIPC. LPL Financial is the largest independent broker-dealer in the country (As reported by Financial Planning magazine, 1996-2022, based on total revenue). LPL Financial offers no proprietary products and independent research. I believe my affiliation with LPL Financial provides the independence I need to serve my clients. It can also give clients confidence to know that one of the nation’s largest firms is there to provide the support and backup needed to run a successful practice.
I am currently a member of LPL’s Freedom Club. I have been a speaker at many industry conferences and events, most recently at the Insured Retirement Institute conference in New York. I appeared on the Cable TV show Chamberview on the topic of retirement planning and have been quoted in Forbes, US News and World Report, and the NY Post.
I was listed in Conquest Press’s “2014 America's Select Financial Advisors Book". This recognition is based on the following criteria: 1) Nominees are credentialed as a FINRA-registered representative, a financial advisor according to FINRA. 2) Nominees have a clean regulatory and complaint history review according to FINRA's Broker Check, and 3) Nominees are tenured as a licensed or credentialed professional in financial services for at least three years.
Professional Designations
- Certified Plan Fiduciary Advisor (CPFA)
- Registered Financial Consultant (RFC)
Primary Location
23 Vreeland Road Suite 204, Florham Park, NJ 07932
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory call or office meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Diversified Investment Strategies, LLC.
I want to welcome and thank you for visiting my profile today. We realize here at Diversified Investment Strategies that you have a choice as to who handles your wealth management needs. Hopefully, we can get to know you beyond just the numbers and help you realize both your short-term and long-term financial goals.We also realize that any relationship is built on trust. Each day, my team and I know our clients have choices, and we all strive 110% to continue to earn and build the trust that leads to a long-term relationship.
So, who do we work for and why should you choose us?
Diversified Investment Strategies has evolved with a few name changes since 1984, when my dad and I created Rosenberg & Associates. But the core value of treating people like you wanted to be treated has never wavered. Today, we have a multitude of clients ranging from NFL Alumni, to thriving business owners, medical professionals, as well as business executives.
Why select us?
We are creative, innovative, and strategic in providing you solutions to problems you might have never thought there was a solution for. We will work everyday to see your goals become reality. We have been serving the needs of our clients for over 40 years.
Let’s have a chat and see how our experience and solutions can best serve you. I look forward and welcome the opportunity.
- Michael Rosenberg RFC, CPFA
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org).
The financial professionals associated with Diversified Investment Strategies may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Rowan University, BA, Business
Hobbies and Interests
- Family
- Golf
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Professional Athletes
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