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:
4 months
Average replies
Average retweets
Average likes
Tweets with photos
12 / 100
Tweets with videos
6 / 100
Tweets with links
0 / 100

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

Honored to have veteran Ethan Corman at @RoseCapIA. Told him to take the day off and he still showed up - had unfinished work to do he said.

"It's never too late to be what you might have been." of my favorite quotes.

Next Page