Deep Enrich
Matthew Rosenberg
Counselor
1000 followers
Plainview, New York, United States
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About me
Vanguard Financial Advisor Development Program (FADP)
Education
Plainview-Old Bethpage/Jfk High School
2016 - 2020High School Diploma
The Ohio State University
2020 - 2024Bachelor of Business Administration - BBA Finance, Financial Planning
Experience
Mid-Island Y JCC
Jun 2019 - Aug 2019Counselor
Northwell Health
Sept 2019 - Aug 2020Junior Volunteer
Snag
May 2021 - Jan 2022Warehouse Manager.webp)
Financial Planning Association (FPA)
May 2022 - Sept 2022FPA Virtual Externship- Participated in an 8-week program receiving in-depth and expert training in Financial Advisory- Develop knowledge in Investment, retirement, estate, and tax planning-Received Certification in the financial planning software E-Money-Earned 180 CFP Board standard Pathway Experience Hours-Gained insight into the insurance and risk management industry- I had the opportunity to sit in several meetings with certified financial planners and their clients
Vanguard
May 2023 - nowIncoming Financial Advisor Development Program (FADP) member
Aug 2023 - now2023 Financial Advice Intern
May 2023 - Aug 2023
Licenses & Certifications
Securities Industry Essentials (SIE)
FINRAJan 2024
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