Direct booking
Book time directly with this advisor, no back-and-forth required
1 advisor near New York, NY
Based on your filters
David R
CFP®, Series 63
New York, NY
Wharton Wealth Planning, LLC
David Rosenstrock is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Wharton Wealth Planning, LLC. He previously worked at National Philanthropic Trust and Sage Capital Management LLC. In addition to his advisory role, Mr. Rosenstrock is licensed to sell life insurance in New York and is an agent with MERIT Insurance Services, LLC. Wharton Wealth Planning provides wealth management and comprehensive financial planning services to high-net-worth individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes tailored investment approaches based on asset allocation, diversification, and valuation, managing portfolios primarily on a discretionary basis with the option to incorporate ESG/PRI considerations.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
1 advisor near New York, NY
Based on your filters