Mikel Rosenberry, MBA, AIF®
Mike Rosenberry along with Founding Member Avishai Nir offer individuals and businesses of South Florida a comprehensive suite of financial products, tools, programs and platforms delivered in person or remotely to those seeking professional help. They are focused on the family and as Financial Planners their job is to assist people in identifying financial goals and designing a plan to accomplish these important goals. Wealthcore works in collaboration with other professionals such as CPAs, Trust and Estate Attorneys and Family law practices.
Mike, a Partner and Managing Member for Wealthcore Financial since 2015 has experience in many aspects of Financial Services. With a background in Mergers & Acquisitions and retail training with Merrill Lynch Mike came to Wealthcore licensed with a FINRA Series 7,66 and a 2:15 insurance license along with the AIF® Fiduciary designation. Mike has experienced the financial industry as a Financial Planner, Mutual Fund Wholesaler and a Managing Director at a Private Equity Fund. After his arrival in South Florida the Wealthcore Team introduced Financial Wellness to several major employers in Miami and supported the program with Financial Education Seminars, Social functions and financial workshops and personal contacts. Mike and the team also advise sponsors of Qualified Plans.
Mike is a graduate of The University of North Florida with a BA in Marketing and a Masters of Business Administration from Tulane University in New Orleans. He is an active member of the Financial Planning Association, Miami Chapter. He is single living in Dania Beach, Florida and has 2 adult children both living and working in New Orleans. Mike, originally from Western New York State is a lifelong skier with a preference and love for Colorado. He is also an avid soccer fan and plays midfield for a team in a local soccer league.