Fiduciary Financial Planner CFP® Fee-Only Advisor DAVID ROSENTHAL CFP®
PRINCIPAL / FINANCIAL ADVISOR PHONE: 480.609.4334
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  • 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
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February 2, 2023
Published by wmsusdev on February 2, 2023
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Why Brokered CDs Are Better Than High-Yield Bank CDs

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March 31, 2022
Published by wmsusdev on March 31, 2022
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Review Your Financial Plan for Success in 2022

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November 11, 2021
Published by wmsusdev on November 11, 2021
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How to Diversify Your Wealth for Greater Financial Security: Asset Location Vs. Asset Allocation

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November 11, 2021
Published by wmsusdev on November 11, 2021
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Conversations to Have with Your Aging Parent: How to Keep Assets in the Family

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