Radnor News / Blog


Thu
8/4/16

posted by: Corey Pontz

Carl M. Rosenfeld

Carl has been with Radnor since 2005 and serves on the firm’s Board of Managers. He advises clients on financial planning and wealth management issues and is a member of Radnor’s Tax and Accounting Services Team.

Prior to joining Radnor, Carl was Vice President of a regional financial services firm specializing in educational financial planning. Carl completed his CPA experience requirement while working for Arthur Andersen, LLP and KPMG in Philadelphia, PA.

Carl received his Bachelors of Business Administration with a concentration in accounting from Goizueta School of Business at Emory University and a Masters of Taxation degree from Widener University.  He is an associate editor and regular columnist for the Journal of Financial Service Professionals.

When not serving his clients, Carl spends his time serving on the Board of Governors of the Lake Naomi Club and Radnor Valley Country Club.  He also dedicates his time to youth sports and serving his community as a member of Radnor Township’s Citizens Audit Review & Financial Advisory Committee.  He enjoys spending his time sailing, playing tennis and golf, and is an active CrossFit athlete.

Carl and his wife, Abbey, reside in Bryn Mawr, PA with their daughters.


Certifications/Licenses:

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)

Professional Organization Affiliation:

  • Journal of Financial Service Professionals – Associate Editor and Columnist
  • CARFAC for Radnor Township – Committee Member
  • Greater Philadelphia Professional Council – Founding Member
  • Lake Naomi Club – Board of Trustees
  • Jewish Federation of Greater Philadelphia – Board of Trustees
  • Bryn Mawr Hospital Foundation Gerhard Society – Board Member
  • American Institute of Certified Public Accountants – Member
  • Pennsylvania Institute of Certified Public Accountants – Member
  • Jewish Family and Children’s Services of Greater Philadelphia – Foundation Board Member

Awards:

  • Delaware Society of CPAs – Guest Speaker
  • Pennsylvania Bar Association – Guest Speaker
  • Kenneth Black Jr. Award for Outstanding Authorship – Foundation for Financial Service Professionals
  • Philadelphia Five Star Wealth Manager in 2017

Publications:

  • Rosenfeld, C. M., & Shure, C. Z. (2015, September 1). After-Tax 401(k) Direct-to-Roth IRA: Easier and Worthwhile. Journal of Financial Service Professionals, 69(5), 49-61.
  • Navigating the Complexities of Divorce through the Partnership of Legal and Financial Advisors. Source: Journal of Financial Service Professionals. Jan2013, Vol. 67 Issue 1, p56-64. 9p. Author(s): Rosenfeld, Carl M.; Sorrentino, Lauren L.
  • Carl M. Rosenfeld, CPA, PFS, CFP, MST and Edd H. Hyde, CFP, CIMA, AIFA The Roth Conversion-A Wealth Transfer Strategy for High-Net-Worth Individuals in 2010. Journal of Financial Service Professionals, November 2009
  • Edd H. Hyde, CFP, CIMA, AIFA, and Carl M. Rosenfeld, CPA, PSF, CFP, MST The New Roth 401(k): An Attractive Alternative to Many, but Not for All. Journal of Financial Service Professionals, July 2006

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