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Michael Rosenthal - Managing Director, Partner Development

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Michael Rosenthal

Michael Rosenthal

Managing Director, Partner Development

Los Angeles, CA

Michael Rosenthal - Managing Director, Partner Development

Michael Rosenthal

Managing Director, Partner Development

Los Angeles, CA

Previous Work Highlights

Began his career at Deloitte in 1981, where he earned his CPA and CFP credentials. Five years later, he left accounting to launch his first entrepreneurial venture in financial planning. Soon after, he partnered with several former Deloitte colleagues to found CPAgents, a life and health insurance agency. Serving CPA firms and their clients across the country, CPAgents grew into both an Inc. 500 and Inc. 5000 company before being acquired by the Leavitt Group in 2009.

Education & Certifications

B.A., Business Economics, University of California at Los Angeles

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.