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Our financial advice team


David Rosenthal, Private Wealth Advisor serving the Severna Park, MD area - Ameriprise Advisors

David Rosenthal

CFP®, MBA

Private Wealth Advisor

Alinea Advisory Group

An Ameriprise Private Wealth Advisor

30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 13 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Member, Financial Planning Association
  • Master of Business Administration
  • Bachelor of Arts Degree

Education

  • BA, Business and Finance, University of Massachusetts, Amherst, Massachusetts
  • MBA, Finance, Suffolk University, Boston, Massachusetts

Awards & recognition

  • Five Star Wealth Manager, 2015-2017, 2019-2023
  • Ameriprise Diamond Ring Club, 2013
  • Ameriprise Circle of Success, 1999-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Past Board President, The Arc of the Central Chesapeake Region. Volunteer of the Year - May 2010

Interests

  • Avid tennis player
  • Interested in fitness and health