Mark D Rosenfeld CPA

Mark Rosenfeld Financial Planning & Asset Management is a trusted financial services firm dedicated to empowering individuals and families to achieve financial clarity, security, and independence. Founded by experienced financial professional Mark Rosenfeld, our firm provides personalized financial plans and strategies to meet your unique goals and aspirations.

About Mark Rosenfeld

Mark Rosenfeld brings over 40 years of expertise in financial planning, tax optimization, and asset management to his clients. Driven by a deep understanding of individual financial challenges and aspirations, his unwavering commitment is to provide clear guidance and empower clients to make informed financial decisions. His personalized planning process is tailored to each client's life circumstances, financial goals, and risk tolerance.

Tax Return Preparation

• Comprehensive preparation of individual, business, trust, and estate tax returns nationwide.
• Expertise in handling complex situations and maximizing tax benefits.

Financial Planning

• Development of comprehensive financial plans that align with your financial goals and aspirations.
• Comprehensive analysis of your financial situation and identification of potential risks and opportunities.
• Development of customized plans to address specific financial challenges and achieve your goals.

Asset Management

• Construction of personalized investment portfolios tailored to your individual needs and risk tolerance.
• Ongoing monitoring and rebalancing of your portfolio to ensure it remains aligned with your goals and market changes.

Our Values

• Integrity: We adhere to the highest ethical standards and act in your best interests.
• Transparency: We provide clear and concise explanations of our processes and recommendations.
• Client-Centricity: We prioritize your needs and actively listen to your concerns and goals.
• Expertise: We are committed to staying updated on industry trends and regulations to provide you with the most informed guidance.