Rosenzweig Financial Services
Yosef specializes in working with individuals helping them in areas such as retirement planning, estate planning, insurance, and investments.
Yosef advises healthcare professionals throughout their careers, focusing on the following:
- Protecting their ability to earn an income;
- Minimizing and managing student debt;
- Strategizing for future security.
Yosef began his career in the financial services industry as an accountant with Loeb and Troper LLC in August 2009. He was on an integral part of the team responsible for the audit of several large accounts.
Yosef joined the financial services industry because he realized he could better service his clients on a more personal level as a financial advisor. He felt he could help them more with their overall financial objectives rather than one aspect of their overall financial goals. With a father as a Gastroenterologist, he has an inherent understanding of the medical field and the financial needs of medical professionals starting from training through retirement.
He volunteers as a mentor for an organization to help guide teenagers in the right direction both personally and professionally.
Yosef graduated from Queens College with a Bachelors of Science Degree in Accounting. Besides being an avid sports fan, he is also involved in organized sports such as basketball and football. He is a mentor, as well to help with the development of children growing in a more challenging enviroment.
He currently resides in Long Island, New York with his wife Vivi and their three children Aharon Moshe, Nava and Ariel.