MITCH ROSENBERG
MDR Insurance & Financial Services
As a Certified Exit Planning Advisor (CEPA®), Mitch Rosenberg is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Mitch Rosenberg - CEPA - MDR Insurance & Financial Services - Thousand Oaks, California, city=Thousand Oaks, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=mitch-rosenberg, lname=Rosenberg, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202020/CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-NOVEMBER-Rosenberg-Mitch.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394713, cohortium_profile_title=Mitch Rosenberg | Insurance Professional at MDR Insurance & Financial Services | CEPA Connect Member, state=California, hs_was_imported=true, id=2835648373, designations__text_=CEPA, advisor_type=Insurance Professional, custom_page_title=Exit Planning Institute - Find a CEPA | Mitch Rosenberg, email=mdrosenberg@eaglestrategies.com, cohortium_meta_description=Connect with Mitch Rosenberg, a specialized Insurance Professional working with MDR Insurance & Financial Services based in California. Credentials include: CEPA., associated_contact_record_id=2014717, website=https://www.plannow.net/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202020/2479_Rosenberg_CEPA-Certificate-2020-NOV-MC.pdf, is_editable=editable, url_slug_2=mitch-rosenberg, impersonate_user_url=https://exit-planning-institute.org/member-detail/mitch-rosenberg?impersonation=true, full_name=Mitch Rosenberg, hs_lastmodifieddate=1764932293703, phone=+18054270402, company_name=MDR Insurance & Financial Services, name=Mitch, hs_object_id=2835648373, associated_resources=0, hs_object_source=IMPORT, postal_code=91360, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Insurance Professional
- Website:
https://www.plannow.net/ - Phone: +18054270402
- City: Thousand Oaks
- State: California
- Postal Code: 91360
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: MDR Insurance & Financial Services
