Michael Rosenberg, RFC, CPFA
Managing Director and Founder at
Diversified Investment Strategies, LLC
Years of Experience
43 years
Number of Clients
286
Average Client Size
$300,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
As fiduciaries, we act solely in our clients' best interests. Independent and unbiased, we provide strategies to reduce taxes and maximize growth — not just manage investments.Our
Clientele
Our clients are typically individuals at or near retirement who are not only looking for predictable income, but also seeking protection from key risks such as market volatility, rising taxes, inflation, and healthcare costs. Closely working with you, we develop a personalized strategy to provide long-term peace of mind—ensuring your plan can thrive even during periods of uncertainity.
Services Provided
Retirement Planning
Tax Planning
Financial Planning
Advice-Only Financial Planning
Specialties and Expertise
Credentials and Designations
Series 63 - Uniform Securities State Law Examination
Click to learn more
Series 65 - Uniform Investment Adviser Law Exam
Click to learn more
Master Registered Financial Consultant®
Click to learn more
Pricing Models
Education
Rowan University
BS in Business with emphasis on marketing
Obtained in 1981
Previous Work Experience
Diversified Investment Strategies, LLC
Managing Director and Founder
1984 - 2025
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Securities and Investments through LPL Financial, LLC Member FINRA/SIPC
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.