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Seth R

Series 66

Phoenix, AZ

Ability First

Seth Rosenberg is a financial advisor at Ability First with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Executive Solutions, LifeMark Securities Corp., and Capital Services Inc. In addition to his advisory role, Rosenberg owns and operates a retail industrial boot store and manages some family business interests. Ability First Financial serves high-net-worth individuals, business owners, and institutional clients by providing investment supervisory services, financial planning, and business consulting. The firm combines advisory and insurance services, employs a documented fiduciary process, and offers specialized solutions including pension consulting and plan administration.

Tax strategies for small businesses Private / alternative investments Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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