As both an Advisor and Partner, Megan focuses on the complex situations of our clients. Megan joined Gilbert & Cook in 2006, beginning as a Relationship Manager, re-positioning into Planning in 2010, becoming a Lead Advisor in 2016 and a Partner in 2018. She has earned the following designations and certifications: Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA™), Accredited Wealth Management Advisor (AWMA®), Accredited Domestic Partner Advisor (ADPA®), and Long Term Care Professional (LTCP). * Megan earned her bachelor’s degree from the University of Iowa. Megan is currently a member of the Des Moines Estate Planners, and previously served as President
Megan Rosenstiel
Partner, Advisor & Director of Advisory Services
Gilbert & Cook
United States, Iowa, Dallas County
About Me
Profile Information
Partner, Advisor & Director of Advisory Services
Gilbert & Cook
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas County
Iowa
United States
Sep 4, 2024
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