Irvin W. Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®
President, Director of Investment and Strategic Initiatives
Irvin Rosenzweig is a Barron’s Top 1000 Financial Advisor and one of Philadelphia’s Top Financial Advisors as per the Philadelphia Business Journal. In a career that has spanned more than 31 years, Rosenzweig has distinguished himself as one of a select cadre of financial advisors who has earned a wide variety of professional accreditations showing a true commitment to his craft, the field of financial services and to his loyal clients. These high-level industry designations include: Certified Financial Planner (CFP®); Chartered Financial Consultant (ChFC®); Chartered Life Underwriter (CLU®); and Chartered Retirement Plans Specialist (CRPS®). He is also an Accredited Estate Planner (AEP®) which is a graduate level accreditation awarded by The National Association of Estate Planners & Councils recognizing renowned industry professionals who meet stringent experience and education qualifications.
Rosenzweig established RZ Wealth in 2003 and in 15 years has grown the practice exponentially with more than $250 million of assets under advisement for a diverse and multi-generational client base. As President of RZ Wealth, Rosenzweig leads a meticulous, holistic practice comprised of a talented team of financial specialists offering decades of combined experience in investment management, financial planning and client relations. RZ Wealth is acutely focused on assisting clients to achieve their financial goals through the use of risk management, asset allocation, tax efficient strategies, retirement planning, education funding, and estate and wealth transfer planning.
Irvin Rosenzweig currently serves on a number of committees and advisory panels, including the Options Industry Advisory Council, Fidelity Investments Retirement Plans Advisory Panel, and Barron’s Magazine Financial Professional Opinions Council. Recognized by leading organizations and publications as one of America’s premier financial advisors, Rosenzweig is known professionally and personally as a man of commitment, pride and passion for investment management and financial services. He serves as a monthly guest on NASDAQ TV’s “Trade Talks” program offering insight on various areas of wealth management, financial planning, investment strategies and factors related to these fields such as tax reform, economic conditions and more.
Prior to RZ Wealth, Rosenzweig was Senior Vice President of Investments at UBS Financial Services. While at UBS, which was comprised of more than 8,000 sales professionals, Rosenzweig ranked in the top decile, earning him a place on The Chairman’s Council of the firm. He began his financial management career in 1986 in banking financial services and was recruited for the investment division at PNC Bank, where he ranked in the top 1% of PNC investment advisors for more than a decade. Rosenzweig attended the University of Minnesota with majors in finance and business.
*CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® and CRPS®, CHARTERED RETIREMENT PLANS SPECIALIST are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or CFP (with flame logo)® or CRPS® certification marks. CFP® and CRPS® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as a CFP® Board Registered Program, have met its ethics, experience, and examination requirements.
**ChFC and CLU® curriculum is administered by The American College in Bryn Mawr, Pennsylvania. Founded in 1927, The American College is the nations oldest and largest nontraditional institution for higher learning devoted exclusively to academic studies in life insurance and related financial services. The required course of study for ChFC and CLU® includes insurance and financial strategies, income taxation, planning for retirement needs, retirement plan types, strategies and tax implications, investments, individual life insurance, life insurance law, planning for business owners and professionals and estate planning.
***AEP®, the Accredited Estate Planner designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants and Certified Financial Planners®. The designation is awarded by the National Association of Estate Planners & Councils to professionals who meet stringent experience and education qualifications including two graduate level courses. The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the publics need in estate planning. For more information on the AEP® designation, please visit the NAEPCs website at: www.naepc.org.