Edward Rosenberg is a dedicated Financial Planner at StepbyStep-Financial who brings 29 plus years of experience, working with Individuals, Families and Businesses Owners. Holding credentials as an RICP (Retirement Income Certified Professional) and CPFA (Certified Plan Fiduciary Adviser), he brings a wealth of expertise to his clients.
For individuals and families, Edward focuses on turning savings into reliable income streams that support a confident and comfortable retirement. For non-profit organizations, he provides experienced guidance on building and maintaining effective retirement plan structures that align with their values, attract and retain talent, and meet regulatory standards.
Known for his integrity, clarity, and client-first approach, Edward takes pride in making complex financial decisions easier for those he serves. Whether advising a retiree or consulting with a non-profit organization, his goal remains the same: to provide clear, actionable advice that supports financial well-being today and into the future.