Years Experience: 15

Family Wealth Planning LLC
1 Corporate Place South, Suite 130
Piscataway, NJ 08854
Tel: 732-510-1600
Direct Line: 732-510-1650
krosenberger@sfr1.com
www.sfrfamily.com

Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600

Karl W. Rosenberger

Specialization:
• Comprehensive Family Wealth Management
• Business Succession Planning
• Estate Planning
• Investment & Retirement Planning

Business Experience:
• Founder of Family Wealth Planning, LLC
• Serving affluent business owners, professionals
  and retirees
• Has hosted several seminars on business succession   and estate planning
• Former Vice-President of Sagemark Consulting
  (a Lincoln Financial Company)
• Member of the Utility Transport and Contractors
  Association

Personal:
Karl lives in Scotch Plains, NJ with his wife Elaine, three children, Eric, Brian and Tina Marie, and three nephews, William, Joseph and Brian. He enjoys scuba diving and relaxes while bass fishing at his Maine vacation home.