Karl W. Rosenberger

Years Experience:
  • 15

Family Wealth Planning LLC


Tel: 732-510-1600

Direct Line: 732-510-1650



Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054


Email: krosenberger@sfr1.com

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.


  • 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