Edward Rosenberg
financial planner at capstone colorado@ Capstone Colorado - a MassMutual firm
Denver Metropolitan Area
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Edward Rosenberg is a highly experienced financial planner with 27.1 years of work experience. Based in the United States, he is dedicated to helping clients achieve their financial goals and aims to develop a financial strategy that meets their needs. Edward is licensed to sell insurance in Colorado and California and offers securities products in various states. He is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC.
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Emails and Phone Numbers

@massmutual.com
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About

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you: • Define your personal financial goals • Develop a financial strategy that can help you achieve these goals • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame • Implement your strategy with products and services that help meet your needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am licensed to sell insurance in Colorado and California and registered to offer securities products in AL, AZ, CA, CO, FL, HI, MT, NJ and NY. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: OSJ- 6400 S. Fiddlers Green Circle, Suite 600 Greenwood Village, CO 80111. Phone: 303-779-6500 CA Insurance License #: 0B95396

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Work Experience

2000 S Colorado Blvd, Denver, Colorado, 80222, US

Financial Services

39
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Edward Rosenberg's Professional Milestones

  • Financial Planner (2016-07-01~): Developed strategic financial plans to optimize business performance and drive profitability.
  • Financial Services Representative (1996-10-01~2016-06-01): Implementing streamlined financial processes, optimizing efficiency, and maximizing profitability through strategic decision-making and client-focused solutions.
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