First Step In Action – Kim Rosenberg, CFP®

About our Guest Veteran

Kim Rosenberg, CFP® is a wealth Manager at Coldstream Wealth Management. Prior to joining Coldstream, Kim was the Managing Principal of Rosenbaum Financial.  She earned her bachelor’s degree from the University of Massachusetts, Amherst, where she also spent time as a DJ at a local radio station in addition to her studies.  Kim earned an executive certificate in financial planning and financial planning services from the University of Portland Pamplin School of Business.

To learn more about Kim, please click here.

About the Webinar

The “First Step in Action” series provides the opportunity to hear how other financial planners are utilizing the First Step Cash Management System™. Each session features Veteran Money Quotient Partners sharing their unique expertise and approach to using the MQ materials. The session concludes with an open forum for questions.

To learn more about the First Step Cash Management System, click here.

For a short video, click here.

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for Others