Marisa Rothstein

Baker Avenue Asset Management

Financial Advisor

Marisa Rothstein

Baker Avenue Asset Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marisa Rothstein

212-401-2600

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

Meet Marisa Rothstein

Marisa Rothstein, a Managing Director at BakerAvenue, is passionate about helping clients achieve their financial goals. Marisa takes a holistic approach to financial planning—considering various aspects of a client’s financial and personal life—to develop customized financial plans. Specializing in tax, trusts, and estate planning, Marisa works with individuals and families to plan confidently for their future. The daughter of a CPA, Marisa learned her IRA’s before her ABC’s. She also learned, from a very early age, the importance of building trusting, lasting relationships with clients. Marisa welcomes new clients as new friends and, as a fiduciary, always serves in their best interests.

Prior to joining BakerAvenue, Marisa was an Associate Financial Advisor at Asset Strategies, Inc., a Connecticut-based Registered Investment Advisory firm, where she provided financial planning and tax services for high-net-worth individuals. Marisa graduated with a BA with Honors in Sociology from Vassar College. After earning a JD from Yeshiva University’s Benjamin N. Cardozo School of Law, Marisa clerked for the Honorable Melvin Gelade of New Jersey’s Middlesex County Superior Court. Marisa is a Certified Financial Planner (CFP) and a member of the New York State Bar.

Marisa Rothstein 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.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Marisa Rothstein is a NAPFA-Registered Financial Advisor

    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.

Contact Marisa Rothstein

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Office Locations:

  • 55 Thompson St.
    New York, NY 10012

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