CPA – Certified Public Accountant, RLP® – Registered Life Planner® for Buckingham Strategic Wealth
For Ken Rosenbaum, connecting with clients isn’t just part of the job. Ken is proud when he’s able to work alongside his clients and their families, applying a holistic approach to wealth management and an evidence-based investment philosophy to help them make smarter financial decisions that will enhance their lives. Life planning is financial planning done well. As a Registered Life Planner®
, Ken is passionate about helping you align your money with what is most important in your life and bring your dreams alive.
Prior to joining Buckingham Strategic Wealth, Ken was an investment associate for UBS Financial Services Inc. and a back-office manager for an investment services company in Chicago. He was also an internal auditor and financial analyst for a multinational public company and a practicing CPA for Altschuler, Melvoin and Glasser, for whom he served real estate and nonprofit clients.
Ken holds an MBA from DePaul University in Chicago and a bachelor’s degree from Indiana University in Bloomington.