I have 40 years experience as a tax and financial advisor working with successful individuals to find comprehensive solutions to a broad spectrum of advanced financial planning needs. With client relationships that span decades, my biggest reward is watching my clients lives change as the result of our partnership.

Irwin Rothenberg
Principal
Buckingham Strategic Wealth
United States, California, Santa Rosa
About Me
Profile Information
Principal
Buckingham Strategic Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Santa Rosa
California
United States
Aug 21, 2024
More profiles to browse
BH
Brian Haywood
Director of Fixed Income & Investment Strategy Advisor
Rob Ziliak
Chief Solutions Officer, Wealth Partners
Brian Fenn
Wealth Advisor
DN
Daniel Newquist
Wealth Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management