Ken Rosenbaum
CPA
Buckingham Strategic Wealth
Wealth Advisor, Advisory Team Leader
Ken Rosenbaum
CPA
Buckingham Strategic Wealth
Wealth Advisor, Advisory Team Leader
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Ken Rosenbaum, CPA
Forever standing on the side of our clients.
Meet Ken Rosenbaum
Connecting with clients isn’t just part of the job for wealth advisor Ken Rosenbaum. He is proud when he’s able to work alongside his clients and their families, applying a holistic approach to wealth management and an evidence-based investment philosophy to help them make smarter financial decisions that will enhance their lives. He joined Buckingham Strategic Wealth in 2009.
Prior to that Ken was an investment associate for UBS Financial Services Inc. and a back-office manager for an investment services company in Chicago. He was also an internal auditor and financial analyst for a multinational public company and a practicing CPA for Altschuler, Melvoin and Glasser, for whom he served real estate and nonprofit clients.
Ken holds an MBA from DePaul University in Chicago and a bachelor’s degree from Indiana University in Bloomington.
Ken Rosenbaum is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Ken Rosenbaum
Office Locations:
-
8182 Maryland Ave
Suite 500
Saint Louis, MO 63105
