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Jonathan Rosenbaum

Risk Management | Wealth Management

Jonathan Rosenbaum is a financial consultant at Prosperian, specializing in optimizing cash flow and future wealth for clients through holistic planning.

With a focus on creating a comprehensive game plan around finances, Jonathan emphasizes savings rate over rate of return to instill confidence and financial security among individuals and families.

He encourages the development of better financial habits, reduced wastage, and improved retirement prospects by integrating tax efficiency strategies into the overall financial picture.

Jonathan Rosenbaum holds a Bachelor of Science degree in Consumer Affairs from the University of Wisconsin-Madison and is a former Partner at Prosperian Wealth Management.

Beyond his professional endeavors, Jonathan enjoys reading, exploring culinary delights, traveling, following NY sports, and engaging in recreational activities like golf and basketball.

Jonathan Rosenbaum
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Location

New York City Metropolitan Area