Our Team David Rosenthal

David Rosenthal, MBA, CFP^® is the founder and a principal of Wealth Management Solutions as well as a financial advisor. His area of expertise is in working with corporate executives who possess complex benefit packages and small business owners with plans to grow and expand their business.

David founded WMS to address a local need for unbiased advice through fee- only financial planning. He began practicing in 1995 with Asset Management Group (AMG), a fee-only financial planning firm that provides comprehensive advice to Fortune 500 executives.

Throughout his five-year tenure at AMG, he had the unique opportunity to work closely with top C-level executives (Chief Operating Officers, Chief Financial Officers and Chief Executive Officers) of companies including AT&T, Verizon, Campbell and Nabisco.

He moved to Arizona in 2000 to manage the wealth management division of a national CPA firm where he gained valuable experience working with business owners and their unique planning needs.

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