Mitch Rosenberg
CEO Owner @Mdr Financial
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WORK HISTORY
CEO Owner @Mdr Financial
Thousand Oaks, CA, US
Mission: To help educate individuals, families and business owners on the importance of insurance and financial strategies and help them accomplish their goals with suitable and appropriate financial products and solutions.Products: We offer a variety of products and services that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. MDR Insurance & Financial Services is not owned or operated by New York Life Insurance company or its affiliates.MDR Insurance & Financial Services does not render, tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation before determining any appropriate course of action.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
EDUCATION
American College
MSFS, Insurance & Financial Services
University of California, Berkeley, Haas School of Business
BS, Business Administration - Finance and Accounting Emphasis
SKILLS
ABOUT MITCH ROSENBERG
Mitchell D. Rosenberg (CA Insurance License #06•••71) CLU®, ChFC®, CFP®, MSFS, AEP®, CEPA® conducts business under MDR Insurance & Financial Services, Thousand Oaks, California. He received his Chartered Life Underwriter, Chartered Financial Consultant and Master of Science in Financial Services Degree designations from the American College, Bryn Mawr, Pennsylvania and his Certified Financial Planner designation from the College for Financial Planning, Denver, Colorado. Mitch formerly was a Certified Public Accountant while working for Price Waterhouse & Company. He graduated Phi Beta Kappa from the University of California at Berkeley, Haas School of Business. The Accredited Estate Planner is awarded by the National Association of Estate Planners & Councils. Mitch received his Certified Exit Planning Advisor credentials from the Exit Planning Institute.Specialties- Insurance Planning - Life, Health, Disability, Long-Term Care - Retirement Planning- Employee Benefits- Executive Benefits- Business Exit and Continuation Planning- Estate and Legacy Mitch is a part of many prestigious groups and has been recognized for many awards during his tenure- Member Agent of the Nautilus Group- Qualifying member multiple times for The New York Life Insurance Company\'s Elite Chairman\'s Cabinet, which is the top 50 highest agents among more than licenses agents- Former President and existing member of both the Conejo Valley Estate Planning Council and the Woodland Hills Estate and Tax Planning Council - Co-founder of the LA Chapter of Cal Business Alumni- Longtime active member of ProVisors a community of professionals who serve their clients as trusted advisors- Pacific Coast Business Times \"Who\'s Who in Insurance\" & \"Who\'s Who in Finance\"- Was awarded the prestigious Insurance Professional Honoree of the San Fernando Valley Business Journal\'s 2015 Trusted Advisor Awards- In 2023, Mitch was ranked 28th in Nation and 2nd in So Cal as a Top Financial Security Professional by Forbes and SHOOK Research.Mr. Rosenberg resides in Thousand Oaks, California with his wife Melanie and dog, Rosie. Their twins, Andrew and Paige work for Flexport and SGA Marketing, respectively, and their oldest daughter, Ashley, works at LinkedIn. In his \"spare\" time, Mitch enjoys Golf, Wine Tasting, Tennis, Travel and Family Time. Mitch and Melanie are active members of Sherwood Country Club.
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