Michael Rosenthal
Senior Financial Services Consultant at OneDigital
- Role
- Senior Financial Services Consultant at Onedigital at OneDigital
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Michael Rosenthal
Michael Rosenthal is a Senior Financial Consultant at Onedigital, one of the country’s leading retirement plan consulting firms. He specializes in employee retirement plans and executive benefits and primarily works with business owners, “C suite” executives and individuals. Michael’s experience includes employee retirement education, financial planning solutions, Trust & Estate consulting, insurance, and risk planning. He is a skilled advisor in the areas of qualified and non-qualified retirement plans, employee stock options, restricted stock awards and other Executive benefits solutions. Michael has over 20 years of experience in the financial services industry. He has an extensive background as a wealth manager to the high net-worth community, small businesses and large corporations. Michael began his career at Merrill Lynch, where he focused on retirement planning and corporate financial services.Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and a wholly owned subsidiary of OneDigital. Securities offered through Osaic Wealth, Inc.(member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Osaic Wealth, Inc. Please visit our website, found in the Contact section, for additional disclosures.
Experience
Senior Financial Services Consultant at Onedigital
Oct 2020 — Present · Irvine, CA, US
Education
Pepperdine University
Accounting and Business/Management
Skills
- Retirement Plan Consulting
- Retirement Income Strategies
- Life Insurance
- Budget Setting
- Wealth Accumulation
- Investment Advisory
- Legacy Giving
- Retirement Planning
- Variable Annuities
- College Savings Plans
- Wealth Preservation Planning
- Stewardship
- Money Management
- Life Transitions
- Financial Services
- Investments
- Financial Planning
- Financial Markets
- Charitable Giving
- Wealth Management Services
- Investment Portfolio
- Indexed Annuities
- Qualified Retirement Plans
- Investment Strategies
- Alternative Investments
- Fixed Annuities
- Retirement Savings
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