Marisa ROTHSTEIN, CFP^®

JD

Financial Advisor

Siena Private Wealth, a member of Advisory Services Network, LLC

80 West Avon Road
Avon, CT 06001

+ 1 More Location

Siena Private Wealth, a member of Advisory Services Network, LLC

5 Chatham St., PO Box 231
Kinderhook, NY 12106

FINANCIAL ADVISOR'S WEBSITE

www.sienaprivate.com

(860) 539-4421 CONNECT WITH Marisa

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-only and accept no commissions. We charge a flat fee based on assets under management, which includes all financial planning services.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Siena Private Wealth

General

Marisa ROTHSTEIN is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Siena Private Wealth, a member of Advisory Services Network, LLC in Avon, CT and the surrounding communities.

Financial Advisor Overview

Money can't buy happiness. But, I believe, a healthy relationship with money can. Having worked with hundreds of families as a Certified Financial Planner(TM) from my offices in Manhattan and Kinderhook, NY, I am still surprised by how few have taken time to consider and prioritize the goals most likely to help them feel financially, professionally, and charitably fulfilled. My mission is to help you identify those priorities that could set you on a path to financial wellbeing—whether it be maintaining a career that pays little but fulfills a lot; financially supporting other family members; sending your children to elite colleges; or making significant charitable contributions to causes you care about. I then apply my quantitative knowledge, ranging from complex tax planning to charitable trust strategizing to custom portfolio management--to set you on a path to meet those goals. I started my practice to support my community and am proud to donate at least 3% of net profits to charity each year. Learn more about this year's charities at sienaprivate.com.

Financial Advisor Experience

A Certified Financial Planner and Accredited Estate Planner, Marisa also holds a JD from Cardozo School of Law, a Graduate Certificate in Labor Studies from the City University of New York, and a B.A. in Sociology from Vassar College. Marisa serves on the Board of Trustees Finance Committees of the Kinderhook Memorial Library and Congregation Beth Emeth; acts as Vice President-Head of Development for the Thon Met African Peace Foundation; and provides pro bono financial advice as a volunteer for Savvy Ladies. Outside the office? Marisa can be found swimming laps at the YMCA, reading the latest non-fiction releases or indulging in sushi.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Admitted to Bar
Other - Accredited Estate Planner

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances