John Rosenfeld

I’m a Philadelphia native, who graduated La Salle University, with a BS in Marketing, then
graduated California State University, with an MBA.

I’ve been very fortunate to enjoy over twenty career years, with two exceptional firms——

Fidelity Investments and Charles Schwab, working with high net worth clients and learning the
value, both financial and personal, of concentrating significant energy on client relationship
development. I earned my CFP in 2013.

I marketed Coldwell Banker residential franchises in the 1980’s was active as a commercial real
estate agent in the early 1990’s. I’m excited to return.

Family and friends are scattered, with most, including two godchildren, residing in the
Philadelphia area.

I enjoy beaches, cycling, hiking and the incredible scenery I’ve experienced by living in
California, Arizona and here in Florida, along with the culture and the energy of big cities.
I offer competence, integrity, listening skills and experience interacting with high net worth
clients.

Stay well !