Skip to main content

Our financial advice team


David Rothstein, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

David Rothstein

CFP®, CPWA®, BFA

Private Wealth Advisor

Amberstone Wealth

An Ameriprise Private Wealth Advisor

7
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 8 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

  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPWA® Certified Private Wealth Advisor®
  • BFA™ Behavioral Financial Advisor
  • FINRA Series 66 License
  • FINRA Series 7 License

Education

  • Bachelor of Business Administration - BBA, Finance, Ohio University, Athens, OH

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022

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

Top 5 Values

  • Health
  • Family
  • Meaningful Work
  • Independence
  • Integrity