Meet Our Team: Marci Rosenfeld

Marci Rosenfeld

Marci Rosenfeld

Wealth Advisor in San Francisco, California

Marci’s perspective on problem solving

I am most satisfied when I can work with a client to solve a complex problem with a simple solution. For example, a few of my clients have children who have learning problems or are otherwise on the Autism spectrum. These clients are unsure of how to, or even if they should, fund Special Needs Trusts. It’s a problem that requires balancing a number of factors, like lifestyle requirements, protecting and caring for their special-needs child, and the needs of their other children.

Tackling problems like this with lots of moving parts, and arriving at a structure that meets my clients’ goals, is very satisfying for me.

Contact Marci:
NMLSR ID 1067018


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