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Michael Rosenberg, RFC, CPFA | Financial Advisor

Profile img for Michael Rosenberg, RFC, CPFA, financial advisor at Diversified Investment Strategies, LLC
FLORHAM PARK, NJ
Michael Rosenberg, RFC, CPFA
Financial Advisor
Managing Director and Founder at
Diversified Investment Strategies, LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Michael’s credentials have been impeccable over his career. Beyond being a LPL Registered Representative, he has a license in life and health insurance, and maintains the designation Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARFC) located in Middletown, Ohio, and Certified Plan Fiduciary Advisor (CPFA) through National Association of Plan Advisors located in Arlington, Virginia. Michael is affiliated as a Registered Representative, Registered Representative Associate and Branch Manager of LPL Financial, a Registered Broker/Dealer, Member FNRA/SIPC. LPL Financial the largest independent broker dealer in the country (As reported by Financial Planning magazine, 1996-2022, based on total revenue). LPL Financial offers no proprietary products and independent research. Michael believes his affiliation with LPL Financial, provides the independence he needs to serve his clients, yet provides confidence for clients knowing one of the nation’s largest firms is there to provide the support and backup needed to run a successful practice.
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Specialties and Expertise

15
Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
Business Ownership Strategies
Succession Planning
Trust Services
Philanthropic Planning and Giving
Endowments & Charities
Sports and Entertainment
High Net Worth Planning
Wealth Accumulation and Preservation Strategies
Family Governance and Legacy Planning
Business Continuity Planning
College Planning
Cash Flow Analysis

Clientele

25
Retirees
Business Owners
Doctors
Corporate Executives
Businesswomen
Women in Tech
Tech Sales
Real Estate Agents
Real Estate Developers
Divorcees
Single Mothers
Partners at Law Firms
Parents of Special Needs Children
Wealthy Families
Professional Athletes
Inheritors
High Net Worth Individuals
Surviving Spouses
Dentists
Entrepreneurs
LGBTQ+
Building Industry Professionals
Nurses
Tech Employees
Teachers

Credentials and Designations

3
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Series 63 - Uniform Securities State Law Examination

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Series 65 - Uniform Investment Adviser Law Exam

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Master Registered Financial Consultant®

Education

1
Rowan UniversityBS in Business with emphasis on marketingYear Obtained: 1981

Job History

1
Diversified Investment Strategies, LLCManaging Director and Founder1984-2025
Quick Facts About Michael
Years of Experience:43 yearsMember since:2025Average Account Size:$300,000Number of clients:286

Services Provided

How I help my clients

Retirement Planning

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Tax Planning

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Financial Planning

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Advice-Only Financial Planning

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Pricing Models

AUM
One Time Fee
Hourly Fee

Proof of License

SEC Profile
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FLORHAM PARK, NJ
Michael Rosenberg, RFC, CPFA
Financial Advisor
Managing Director and Founder at
Diversified Investment Strategies, LLC
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Advisor Disclosure
Securities and Investments through LPL Financial, LLC Member FINRA/SIPC
Profile last updated: 06-05-2025