“I don’t know how to do anything else!” says Beth Rosenwald of her career as a financial adviser.
That’s undoubtedly a good thing for Rosenwald’s clients and also has earned the 52-year-old Owings Mills resident recognition from Forbes magazine as one of “America’s Top Women Wealth Advisors.”
Rosenwald, managing director of The Rosenwald Team under the oversight of the Canadian-based RBC Wealth Management, began her career in 1989, after earning her undergraduate degree in economics from the University of Maryland, College Park. The Long Island, N.Y., native came to Maryland to attend the university “and never left.”
“Everyone else was going to law school and I became a municipal bond salesperson and have never looked back,” Rosenwald says. “I have a passion for what I do.”
Just what Rosenwald and her team do is work with clients to help them become financially independent, which isn’t always about how much they have in the bank. “It means aligning your needs and wants and wishes with what you have,” she explains.
The Rosenwald Team specializes in working with multi-generational families at various stages in life, from those just starting out professionally to those looking at retirement and estate planning.
“Every family is unique and different,” Rosenwald says. “Planning can give you the life you want and the retirement you need.”
Whether you enjoy dabbling in financial planning yourself, it doesn’t hurt to get an unbiased opinion on how your plan is proceeding, Rosenwald advises. “There’s a lot of ‘noise’ coming at us from so many different directions that an outside opinion can help you look at the bigger picture,” she says.
“Family planning is truly planning for decades,” she adds. “True wealth is created over time.”
Rosenwald and her husband, Peter, have two sons and are members of Temple Oheb Shalom. She was the founding chair of Wings of United Way (Women’s Initiative Next Generation), serves as a board member of the Ronald McDonald House Charities of Baltimore and is a member of the Women’s Leadership Council Tocqueville Society of United Way of Central Maryland.
Rosenwald also has been named to The Daily Record’s “Maryland’s Top 100 Women,” and as one of the Financial Times’ “Top 400 Advisors.”
Of her recognition by Forbes, Rosenwald says she is honored to be included in what is still too small a sorority.
“There aren’t that many women in the industry,” she says, recalling the many barriers women traditionally faced in staying in the field, especially if they were trying to raise a family at the same time. “Things are changing, but not as quickly as we’d like.”
To that end, she says she is proud that RBC Wealth Management is reaching out to middle school-age girls to encourage them to consider the world of finance as a career option and, hopefully, to feel the same passion for her work that she continues to enjoy to this day.
“As long as you still love what you do,” she says, “there’s no reason to stop.”
Carol Sorgen is a Baltimore-based freelance writer.
Schools in Montgomery County have recently experienced a wave of antisemitic incidents.
This year’s Community Block Party at the JCC of Greater Baltimore will feature classic cars, giant inflatables, games, a rock-climbing wall and roller skating rink, and strolling entertainers.
Marc Terrill talks with Michael Bresler, CEO and President of Broadheights, an AI consulting group, about the opportunities and challenges of artificial intelligence.
For 35 years, the late Deborah Brodie, aka Bubbie Cookie, amassed a collection of over 200 Jewish ritual objects, which she used to teach her Hebrew school students with special needs.