Suggestions
Marisa Rothstein
Personal Financial Advisor at Siena Private Wealth
Professional Background
Marisa Rothstein is a highly regarded Certified Financial Planner (CFP) and accomplished attorney, committed to guiding clients towards achieving their financial goals through strategic investment management and personalized financial planning. With extensive experience in the financial services industry, Marisa has honed her expertise in portfolio management, private wealth advisory, estate planning, insurance, and educational savings strategies. Her professional approach is defined by her dedication to minimizing risks and prioritizing socially responsible investments that align with her clients' values.
Marisa currently serves as a Personal Financial Advisor at Siena Private Wealth. In this role, she draws upon her rich experience to provide tailored financial solutions that are designed to meet the unique needs of each client. Prior to her current position, she held the prestigious role of Wealth Advisor - Managing Director at Baker Avenue Wealth Management, where she provided high-net-worth clients with comprehensive financial guidance. Additionally, her experience as a Financial Advisor - Associate at Asset Strategies, Inc. further solidified her capabilities in creating and managing investment portfolios that effectively balance risk and return.
Her early career included a pivotal experience as a Law Clerk to the Honorable Melvin Gelade at the Superior Court of Middlesex County, where she developed a strong foundational understanding of legal frameworks that inform financial decision-making. This unique combination of legal knowledge and financial expertise makes Marisa an extraordinary asset to her clients.
Education and Achievements
Marisa's academic background is as impressive as her professional career. She earned her Juris Doctor (J.D.) degree from the Benjamin N. Cardozo School of Law at Yeshiva University, where she developed a strong legal acumen that underpins her advisory services. In addition, Marisa has furthered her education by obtaining a Graduate Certificate in Labor Studies from the City University of New York, allowing her to comprehend the financial implications of labor policies and workplace dynamics.
Her undergraduate studies were completed at Vassar College, where she received a Bachelor of Arts (BA) in Sociology. This educational foundation equipped her with critical skills in understanding human behavior and societal trends, allowing her to better serve her clients’ needs in the financial planning arena.
Notable Achievements
Throughout her career, Marisa has been instrumental in helping individuals and families navigate their financial journeys. By integrating her legal expertise with her financial planning skills, she delivers a comprehensive and holistic approach to managing wealth and preserving assets. Marisa takes great pride in being proactive in her services, constantly seeking new opportunities for her clients to enhance their financial security. Her commitment to socially responsible investments not only resonates with her clients’ ethics but also showcases her forward-thinking approach to finance.
As a passionate advocate for her clients, Marisa understands that the world of investments can be daunting. Therefore, she strives to simplify complex financial concepts and empowers her clients with knowledge, enabling them to make informed decisions about their financial futures. Her skills encompass a wide range of areas, including investment management, estate planning, insurance, and educational savings plans, demonstrating her versatility and dedication to comprehensive financial services.
Achievements
