Leslie Rosenberg (CFP®)
Leslie Rosenberg focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Alternative or Private Investments
- AUM
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
Planning Specialties
ESG/ Socially responsible investing Impact investing Next-gen inherited wealth Women Mid-to-late tech careerAdditional Information
Humanize Wealth was founded to serve a growing chorus of investors seeking to activate their wealth to address the existential threats of inequality and climate change. We are a wealth management partner for individuals, families and foundations who need a comprehensive financial plan and coordination and management of a values-aligned investment portfolio. Humanize Wealth is a 100% employee-owned, women-led registered investment advisor.
We are a good fit for people seeking both financial planning (cash flow, equity comp, tax & estate planning) and values-aligned portfolio management. Our fees are a percentage of assets under our management, and we have a $2M portfolio minimum. Our focus areas are next-gen inherited wealth, women, and mid-to-late tech career professionals. Please reach out if you'd like to learn more!
NAPFA Start Date
August 13, 2024
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