David Rothstein, CFP^®

CPWA^®

Private Wealth Advisor

Amberstone Wealth

530 W Spring St, STE 150
Columbus, OH 43215

FINANCIAL ADVISOR'S WEBSITE

amberstonewealth.com

(614) 621-2639 CONNECT WITH David

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$0,001

Investable Asset Minimum

No Minimum

My Links

Website

Schedule

General

David Rothstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Amberstone Wealth in Columbus, OH and the surrounding communities.

Financial Advisor Overview

1. One-to-one financial advice: We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home. 2. Personalized recommendations: We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance. 3. Regular meetings: We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way. 4. Anytime access: At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - BFATM, CRPC^®

Insurance Licenses

Life insurance: Multiple
Health/disability insurance: Multiple
Fixed annuities: Multiple
Variable annuities: Multiple

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

David Rothstein may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. An Associate with an Ameriprise Financial Franchise. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

FINRA BrokerCheck