
Family Wealth Planning LLC
1 Corporate Place South, Suite 130
Piscataway, NJ 08854
Tel: 732-510-1600
Direct Line: 732-510-1620
erosenberger@sfr1.com
www.sfrfamily.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600
Eric K. Rosenberger, CFP®, CFS®
Education:
• Sacred Heart University, BS Finance
• Fairleigh Dickinson University, CFP Program
Specialization:
• Comprehensive Financial Planning
• Investment and Retirement Planning
• Risk Management
• Estate Planning
Specialization:
• CERTIFIED FINANCIAL PLANNER™
• CERTIFIED FUND SPECIALIST™
Business Experience:
• Partner of Family Wealth Planning, LLC
• NJ Monthly - 2012 Five Star Wealth Manager
Personal:
• Charism Committee, St. Joseph’s High School ‘98 (Metuchen)
• Member of Financial Planning Association
• Resides in Morristown
• Eric enjoys tennis, golf, triathlons, reading and travel


