But, I believe, a healthy relationship with money can. Having worked with hundreds of families as a Certified Financial Planner(TM) from my offices in Manhattan and Kinderhook, NY, I am still surprised by how few have taken time to consider and prioritize the goals most likely to help them feel financially, professionally, and charitably fulfilled. My mission is to help you identify those priorit
ies that could set you on a path to financial wellbeing—whether it be maintaining a career that pays little but fulfills a lot; financially supporting other family members; sending your children to elite colleges; or making significant charitable contributions to causes you care about. I then apply my quantitative knowledge, ranging from complex tax planning to charitable trust strategizing to custom portfolio management--to set you on a path to meet those goals. Meet Marisa:
Marisa Rothstein, JD, Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®)
A Certified Financial Planner and Accredited Estate Planner, Marisa also holds a JD from Cardozo School of Law, a Graduate Certificate in Labor Studies from the City University of New York, and a B.A. Marisa serves on the Board of Trustees Finance Committee of the Kinderhook Memorial Library; acts as Vice President-Head of Development for the Thon Met African Peace Foundation; and provides pro bono financial advice as a volunteer for Savvy Ladies. Outside the office? Marisa can be found swimming laps at the YMCA, reading the latest non-fiction releases or indulging in sushi.
