About us
A Partner On
Your Life Journey
Welcome to Rosenstock Wealth Management, where personalized service and a family-oriented approach define who we are. We proudly serve clients throughout Central Florida and have built lasting relationships with clients across the country.
As a family business, trust, reliability, and genuine care are the cornerstones of our practice. These values are not just words to us; they guide our daily interactions and long-term relationships with clients. Treating everyone like a family member and always doing the right thing is our promise to you.
our mission
A Team That
Understands You
We aim to provide a high level of personalized service, listening carefully to understand your needs, and offering advice and support tailored to your unique situation. Your financial well-being is our top priority, and we are committed to serving you by adhering to the Osaic FA philosophy of first, last, and always.
What Sets Us Apart
Personalized Service
When you reach out, you get a timely and direct response from Steven Rosenstock himself. No scripts, no middlemen—just straightforward, honest communication.
Client-Centric Approach
Every decision and recommendation is made with your best interests in mind. We treat you like family because, to us, you are.
Expertise and Experience
Specializing in working with participants of the Florida Retirement System (FRS), particularly educators, we have the knowledge and experience to guide you through the complexities of financial planning and investment management.
Community Focus
Being well-established in Oviedo, FL, we are deeply committed to our local community while also serving clients nationwide.
Steven Rosenstock MBA, CRPC
Founder, Financial Professional
I’ve always had a passion for helping people meet their financial goals. My interest in the financial markets started when I was about 12 years old. Several of my family members, including my father and uncle, worked in finance. Listening to their conversations and speaking with them sparked my curiosity. They taught me how to read a stock page in the newspaper, a skill that laid the foundation for my future career.
Before founding Rosenstock Wealth Management, I worked in corporate finance. I made the change to personal financial planning because I wanted to help individuals meet their goals. Specializing in financial planning and working with Florida Retirement System (FRS) participants, I have developed a deep understanding of both the Pension Plan and the Investment Plan. I work with many educators and take pride in providing them with the knowledge and support they need to secure their financial futures.
I was born in Brooklyn, NY, and my family moved to Winter Park, FL, in January 1970. Except for my college years in St. Louis and two summers working in Manhattan, NYC, I have lived in the Orlando area ever since. Currently, I reside in Oviedo, FL, just a few miles from where I grew up. My parents, sister, and her family all live nearby, reflecting my strong family orientation.
I have two children, Stephanie and Ben. Stephanie is beginning her senior year of college at the University of North Florida, majoring in Financial Planning. When she graduates, she will join me in the business, making it a true family venture. My son Ben is starting college in August at Florida Polytechnic University, where he plans to study Computer Engineering and Cyber Security.
Outside of work, I love spending time with my family and friends. I’ve had a passion for aviation since I was very young and hold a private pilot's license. I also enjoy snow skiing and take annual trips to Colorado with my children. Traveling is another passion of mine; I’ve visited 47 states, and many countries in Europe, as well as Australia, New Zealand, and Fiji. Additionally, I bowl in a league with friends.
I hold a BSBA from Washington University in St. Louis(1991) and an MBA from the University of Central Florida (1995).