Andrew Rosen


Irvin W. Rosenzweig, CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®

Director

As part of the Diversified, LLC. team Irv Rosenzweig is committed to helping clients prioritize and understand their needs to best guide them with insightful wealth management including financial, retirement, estate, and education planning. His expertise in portfolio management, financial planning, legal, and accounting knowledge delivers a unique and high-quality experience. His mission is to inspire clients to achieve true wealth through education, communication, and service and to guide them on the realization of their financial aspirations to help them live a “richer” life.

Irv is a Barron’s Top 1000 Financial Advisor in a career that has spanned more than 34 years.  He 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®) and has earned the AIF® designation demonstrating commitment to the fiduciary process.

Irv has served on a number of councils and advisory roles which involved speaking and ringing the closing bell at the New York Stock Exchange as well as presenting to the US House of RepresentativesFinancial Committee, and the Securities Exchange Commission in Washington, DC.  He serves as a frequent guest on NASDAQ TV’S “Trade Talks” program offering insight on various areas of wealth management, planning, and investment strategies and is often joined by well-known and prominent guests from different segments of the industry. 

Prior to joining Diversified, Rosenzweig founded and led RZ Wealth and its predecessor for more than 17 years. Before that he was Senior Vice President at UBS Financial Services following a 10-year career as Senior Vice President and top-ranked advisor at PNC Bank’s brokerage division. 

In his personal life, Irv is a highly experienced practitioner of the martial arts and has earned black belt status from multiple disciplines.  He is also an avid motorcyclist and enjoys both cruiser and sport touring motorcycles and riding.  Irv believes that both the martial arts and motorcycling require discipline, focus, and quick and accurate decision-making which are critical factors that enhance the professional skills he uses to assist clients in achieving their financial goals and success. 

*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.
*AIF®, The Accredited Investment Fiduciary Designation. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

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