Summit Financial Resources, Inc. - Karl W. Rosenberger

Just click on any name to find out more about our highly qualified financial planners.

Michael Aloi
Frank Araneo *
Carmen Armenti *
Robert Armstrong
Brian Barthold
Lawrence M. Bell *
Michael Caputo
David Chepauskas *
Edward Collins
Michael Conway *
Kenneth Durfee *
Gregory Esposito
Keith Fahrman
David Fischbach *
Anthony Granato
John M. Gregory
Donald Gross
Gary Hager
Nicholas Houmis
Robert L. Iola, Jr.
Gregory Jandoli *
Wally Jandoli
Benjamin Lechtman
Steven W. Lieberman *
John LeRoy
Michael MacDougal
Herb Millman
Paul Mascia
Richard B. Millus

*=Principal

Andrew Moss
Vincent Neuman
William O'Brien
Mark O'Leary
Peter O'Neill
Gerald Olsen
Andrea Orlando
John Pappadopoulos *
Vincent A. Parisi
Alex Panas
Ronald Praught
Bruce L. Resnik
Kevin Rex*
Eric K. Rosenberger
Karl W. Rosenberger
Salvadore R. Salvo *
Richard Samara
Lawrence D. Schuffman
David Sebastian
Daniel C. Singer
Martin L. Singer *
Brian Snerson
Joseph W. Spada *
Madeline Spada
Christopher Stappas
Thomas Stappas
Jeffrey Susskind
Frank Vanore *
David Xi

Karl W. Rosenberger

Years Experience: 15

Family Wealth Planning LLC
a division of Summit Financial Resources, Inc.
Raritan Plaza III, 2nd Floor
101 Fieldcrest Avenue
Edison, NJ 08837
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

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.