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Our financial advice team


Michelle Mancari Rosenberg, Financial Advisor serving the Washington, DC area - Ameriprise Advisors

Michelle Mancari Rosenberg

CFP®, APMA, CSRIC®

Financial Advisor

Circle in a Square Advisors
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CSRIC® Chartered SRI Counselor
  • Series 7
  • Series 66
  • Life and Health Insurance

Education

  • BS, Finance - Concentration in Financial Planning, Virginia Tech, Blacksburg, VA

Awards & recognition

  • Circle in a Square Advisors, Ameriprise Client Experience Award, 2023

Community participation

  • Co-leader for the DC Women's Business League Chapter
  • Toys for Tots Drive Organizer
  • REEF Member
  • Sierra Club Member
  • Ocean Conservancy Volunteer
  • Cycle for Survival Team Captain
  • Food and Friends Volunteer
  • Member of Coalition for American Business

Interests

  • My top 5 values are Relationships, Happiness, Health, Adventure, Freedom
  • Avid volleyball player and play in two competitive leagues each week.
  • I enjoy traveling and cherish experiences.
  • I love to scuba dive, hike, and camp.
  • I am passionate about environmental sustainability.
  • Love live music, theatre, and performing arts.
  • In a new "love-hate relationship" with Golf.