Irvin Rosenzweig (CRD# 1587808) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 37 years of experience in the finance industry. Irvin Rosenzweig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversified, Llc. Dba Diversified Lifelong Advisors | Wilmington, DE | Jan 2021 - Current | 3 |
| Rosenzweig & Associates Dba Rz Wealth | Wayne, PA | Sep 2014 - Jan 2021 | 6 |
| Midlantic Financial Strategies Group LLC | Wayne, PA | Feb 2006 - Jan 2021 | 14 |
| Williams Financial Group | Media, PA | Mar 2003 - Sep 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2002 |
- PA
- TX
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Total Assets Under Management1,554MILLIONS
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Total Number of Accounts4,562ACCOUNTS
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Average Account Value$340,591
- A percentage of assets under your management
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- Portfolio management for pooled investment vehicles (other than investment companies)
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- Pension consulting services
- Selection of other advisers (including private fund managers)
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