Fiduciary Financial Planner CFP® Fee-Only Advisor
DAVID ROSENTHAL CFP®
PRINCIPAL / FINANCIAL ADVISOR
PHONE: 480.609.4334
EMAIL: CONTACT@WMSUS.COM
HOME
PRESIDENT’S MESSAGE
OUR CLIENTS
Business Owner
Corporate Exec
Widow | Divorcee
Select Families & Retirees
WHAT WE DO
Science of Investing
Financial Planning
Company Retirement Plans
YOUR TEAM
David Rosenthal
Rebecca Hebert
Hunter Hustead
Jen Shaw
NEWS & MEDIA
CONTACT
HOME
PRESIDENT’S MESSAGE
OUR CLIENTS
Business Owner
Corporate Exec
Widow | Divorcee
Select Families & Retirees
WHAT WE DO
Science of Investing
Financial Planning
Company Retirement Plans
YOUR TEAM
David Rosenthal
Rebecca Hebert
Hunter Hustead
Jen Shaw
NEWS & MEDIA
CONTACT
✕
Filter by
Categories
Tags
Authors
Show all
All
Uncategorized
All
All
Cassidee
Steve Diorgino
David Rosenthal
Joe Vasquez
wmsusdev
February 2, 2023
Published by
wmsusdev
on
February 2, 2023
Categories
Uncategorized
Why Brokered CDs Are Better Than High-Yield Bank CDs
March 31, 2022
Published by
wmsusdev
on
March 31, 2022
Categories
Uncategorized
Review Your Financial Plan for Success in 2022
November 11, 2021
Published by
wmsusdev
on
November 11, 2021
Categories
Uncategorized
How to Diversify Your Wealth for Greater Financial Security: Asset Location Vs. Asset Allocation
November 11, 2021
Published by
wmsusdev
on
November 11, 2021
Categories
Uncategorized
Conversations to Have with Your Aging Parent: How to Keep Assets in the Family