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PROFESSIONAL PROFILE

David Rosenthal


Wealth Management Consultant, UBS Financial Services, Inc.

  • Office Location: San Francisco, CA, United States
  • Website: www.ubs.com
  • Phone: (713) 504-3413
  • Email: david.rosenthal@ubs.com
  • Designations: CEPA, CFP®, CPWA, CLU, ChFC, CAP, CRPC, CRPS, CIMA, CIMC, J.D.

 

Exit planning is good business strategy.  Learn more about business value, exit options, and best practices for transitioning middle market business owners.

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