Matt Rosenberg

Matt Rosenberg



Portfolio Management, Financial Planning, Retirement Plans

Joined on February 01, 2011

We looked inside some of the tweets by @RoseCapFA and here's what we found interesting.

Inside 100 Tweets

Time between tweets:
2 months
Average replies
Average retweets
Average likes
Tweets with photos
15 / 100
Tweets with videos
5 / 100
Tweets with links
0 / 100

The majority of millennials admit they don't know enough to properly manage their finances. If student loans or bills prevent you from reaching your financial goals, learn how a financial advisor can set you on the right path.

Ever wonder what a financial advisor actually does and whether one could help you? This article gives you the lowdown.

BCC Member-Guest with little brother in town. ...if you look good doesn't matter how you play. #winbeforeyouplay @ Grand Junction, Colorado

BCC Member Member with my boy Ali #peaceinthemiddleeast

My oldest kiddo been saving change in a jar. Today picking him up from school to go open an account and get it deposited (maybe invested🤑). He's super stoked! Just following the advice of my CPA friend @davidwalmonte... . #FinancialLiteracy #budget #DIY

Another good bit of advice from my CPA FinLit Commission friend... @MissTaxCat

Nice quote in CNBC from my good friend on the National CPA FinLit Commission! @MissTaxCat

Opening a student bank account is one of the 1st steps college students can take toward financial freedom. @mitra_mallika shares considerations when looking for the right account. Feat: Matt Rosenberg @RoseCapFA of the #AICPA Financial Literacy Commission

Back in the classroom AGAIN! This time reading Dr. Seuss to 2nd graders🤪 ...with a diagram. Jk. #lovetoteach #holyfamily #rosecap #tonguetied #volunteer @ Grand Junction, Colorado

Back in the classroom; financial lit guest lecture at Duke. Incredibly impressive school & students. Awesome gift from class too! These might just stay in the office...😉 #dukeuniversity…

Silent disco party w/ my baby - Happy 40th birthday Chris Morstad! @ Grand Junction, Colorado

Preparing to give national AICPA webcast on tax efficient portfolio management - staight out of beautiful Western CO! #rosecap #taxtimeisnow #saveontaxes #cpa #cfa #pfs @ Grand Junction,…

Things a financial advisor should catch.

Do we really look like that?? @ Walt Disney's Magic Kingdom

First video in a series of investment education videos to come. See full length video at

Happy to be at TD National conference 2018.  #nationallinc #linc943

Happy to be at TD National conference 2018. #nationallinc #linc943

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