RZ Wealth’s Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations sits down with Blaine F. Aikin, AIFA®, CFA, CFP®, Chairman of the CFP® Board and Executive Chairman of Fi360 for “Trade Talk” on NASDAQ TV this Friday, September 29 at 12:00pm.
Together, these seasoned industry leaders will discuss the fiduciary responsibility of the RIA and CFP® in the world of investment planning and management. Topics that Aikin specializes in as both Chairman of the Certified Financial Planning Board and Executive Chairman of f1360 which is an international educator and leader in the field of investment fiduciary responsibility.
Rosenzweig and Aikin, friends and industry colleagues, have a combined experience in wealth management and financial planning that dates back more than 30 years including when they both worked in the retail investment and brokerage divisions at PNC Bank. Tune-in to NASDAQ-TV this Friday at noon to learn more from these industry experts as they examine fiduciary responsibility and best practices in financial planning, investment choices and management.
ABOUT RZ WEALTH:
Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations is partnered with Ron Carson, Founder and CEO of Carson Group, who is an inaugural inductee into the Barron’s Hall of Fame and on the Inc. 5000 Fastest Growing Company list.
RZ Wealth, lead by Irvin Rosenzweig, is built on commitment, experience, professionalism and accessibility. Focused on consistently putting its clients’ interests first, RZ Wealth offers personal guidance for insightful wealth management including financial, retirement, estate and education planning.
Call us for a Personal Consultation:
480 E. Swedesford Road,
Suite 120, Wayne, PA 19087
Toll Free: 866-231-3583