Pauline Rosenstein, CFP®, Financial Advisor

I am a women's wealth advisor. My vision: Every woman will be strong and fearless in accumulating and managing her wealth and will feel empowered and confident in her financial future.

I have seen too many successful women manage a household, raise children, run a successful business, make lots of money and neglect their wealth building for a secure financial future and be embarrassed and ashamed that they have not taken care of this area of their lives. I have seen single women totally ignore this area of their lives.

I have seen women stranded by divorce or death of a spouse who have no clue how to manage their wealth.

I want to be the guide that steers women through the waters of financial management. Those waters will sometimes be calm and smooth and other times will be stormy and choppy. But we'll keep our eyes on the shoreline!




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COMP_SXWM Joint CRS BI 20231231X (1).pdf

Tactical Allocation investment portfolios available