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Why I Became A Financial Advisor

Why I Became A Financial Advisor

| November 13, 2019

Sometimes a career journey is full of twists and turns, and sometimes you just know the right path to take. I fall into the second category. I realized early on that there’s not much in life that induces more feelings of anxiety or vulnerability than finances. Your financial situation determines what options are available to you, drives your decision-making, and can either grant freedom or cause stress.

I became a financial advisor so I could make a difference in people’s lives and use my knowledge, strategies, and commitment to my clients to lead people to solutions that lead to a more confident and fulfilling future. 

Starting Out

To get where I wanted to go, I knew I needed a strong foundation of education and experience that I could build on for the rest of my life. As a result, I obtained a bachelor’s degree in business from Rowan University in New Jersey. Through my 30-plus-year career, I have continued my education, eventually earning the Registered Financial Consultant (RFC) designation through the International Association of Registered Financial Consultants and holding licenses in life and health insurance. 

Right from the start, I knew how I wanted to approach financial planning, treat my clients, and make a difference. Thankfully, I was given incredible opportunities to hone my skills, and today, all these years later, I am still the proud managing director at Diversified Investment Strategies, LLC, a boutique firm started by my late father, Jerry Rosenberg, in 1959. I’m privileged to carry on his legacy by putting clients first and helping them prepare for a confident retirement. 

What I Do Today

Now I spend my days striving to understand my clients better so I can help them set goals and stay on course toward those goals through life’s ups and downs. I give my clients my undivided attention so I can apply creative strategies tailored to their life, helping them invest in a way that recognizes their age, values, needs, and dreams. 

When I’m not working with my Diversified Investment Strategies clients, you can find me acting as managing partner at Strategic Advisors Network, helping CPAs and their firms create proactive and holistic processes so they can better serve their business owner clients. 

Hurdles And Triumphs

While I love my role as a financial advisor, there are challenges that come with the job. It can be difficult to find new clients that share our mission and want to commit to the trusted, long-term relationship we offer. But my love for this career outweighs any obstacles that come my way. There’s nothing more fulfilling and inspiring than seeing clients enjoy the fruits of our labor as they experience a comfortable retirement, especially when it’s a client I have worked with for decades!

I am motivated to work hard every day because I believe that the financial tools, knowledge, and strategies I share can change people’s lives for the better and give them control over their finances. 

Next Steps

Working toward a confident future can be less strenuous if you have a knowledgeable partner by your side. If we are currently working together, know that I am grateful for your trust. If you are someone interested in learning more about how I work, who I serve, and how I may be able to help you, I encourage you to reach out. Please call (973) 533-1919 or email me at michael@diversifiedinv.comto schedule a consultation.

About Michael

Michael Rosenberg is managing director of Diversified Investment Strategies, LLC and has been serving the financial planning needs of Greater Northern New Jersey for over 30 years. As head of a boutique practice, Michael’s niche has been serving individuals at or approaching retirement, helping them invest their money through tailored strategies rather than general formulas. Michael has a bachelor’s degree in business from Rowan University in New Jersey and still serves as a member of the Rowan University Board of Directors. He holds the Registered Financial Consultant (RFC) designation, is a member of LPL Financial’s Freedom Club, and speaks at many industry conferences and events. Michael has been recognized for his outstanding service and received the Five Star Wealth Manager Award* two years in a row. Outside of work, you can find Michael serving his community through various endeavors, golfing, and spending time with his family. To learn more about Michael, connect with him on LinkedIn.

Securities and advisory services offered through LPL financial, a Registered Investment Advisor, Member FINRA/SIPC.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017/2018 Five Star Wealth Managers.