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David Rosenthal

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

Office Location 4400 Post Oak Pkwy
Ste 2000
Houston, TX 77027

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My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Special Needs Planning, Life Insurance & Risk Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Minimum Assets $250,000 - $499,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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