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Cfp® Eric Rosenberger

Managing Partner & Wealth Planner at Synthesis Wealth Planning

  • LinkedIn

Since 2003, I have had the privilege of working with successful individuals and families to reduce their income tax exposure, maximize their retirement/fringe benefits, reduce or eliminat...

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SYNTHESIS WEALTH PLANNING

SYNTHESIS WEALTH PLANNING

  • description Description
    Synthesis Wealth Planning, LLC was formed in January 2018 by four partners who wanted to create a full-service planning firm that is, first and foremost, client-centric. We had grown tired of...

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  • Employees count Employees 1-10
  • Revenue Revenue Under 1 Million
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Synthesis Wealth Planning Org Chart and Mapping

Employees

Cfp® Daniel C. Singer

Founding Partner and Financial Planner

Cfp® Alex Panas

Partner and Wealth Advisor

Kim Luthy

Director of Wealth Planning

William Zimmer

Associate Wealth Planner

Cfp® Eric Rosenberger

Managing Partner & Wealth Planner

Frequently Asked Questions Regarding Cfp® Eric Rosenberger

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Answer: Cfp® Eric Rosenberger is the current Managing Partner & Wealth Planner at Synthesis Wealth Planning.... Read More

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Answer: Synthesis Wealth Planning's Managing Partner & Wealth Planner is Cfp® Eric Rosenberger

Answer: Cfp® Eric Rosenberger contact details:

  • Phone number  :  (***)-***-****
  • Email  :  e****@synthesiswealth.com

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