Outstanding client service, ethics and professionalism have once again elevated Thousand Oaks based Mitchell Rosenberg, CFP®, CLU®, ChFC®, MSFS, CPA (Inactive) to qualify for the exclusive "Top of the Table" of the Million Dollar Round Table — The Premier Association of Financial Professionals.®
Rosenberg is a 22-year MDRT member and a 5-time Top of the Table qualifier. Top of the Table status is the highest level of MDRT membership and places Rosenberg among the top professionals in the global life insurance and financial services industry. It recognizes Rosenberg for demonstrating exceptional professional knowledge, client service and ethical conduct.
"Attaining Top of the Table membership in MDRT is a distinguishing career milestone reserved for a select few like Rosenberg who have proven that they are among the best of the best," says MDRT President Julian H. Good, Jr., CLU®, ChFC®.
In addition to recognizing career accomplishments, Top of the Table membership allowed Rosenberg the opportunity to further improve professional skills by sharing ideas and best practices with other leading professionals at the Top of the Table Annual Meeting, held in Indian Wells, CA recently. He will also be on hand as both a guest and participant in multiple forthcoming educational forums.
“This recognition means a great deal to me, and serves only to continue to enhance my number one objective; which is to continue to offer my clients unmatched planning services, strategy, and execution to help them to achieve both their short and long term financial goals,” Rosenberg says.
About Mitch Rosenberg
Mitch Rosenberg (CA Insurance License #0698571), CLU®, ChFC®, CFP®, CPA (inactive), MSFS, conducts business under MDR Insurance & Financial Services. He is also a member of the Association for Advanced Life Underwriting (AALU), is currently a Board Member of the Conejo Valley Estate Planning Council and is a co-founder of the Los Angeles Chapter of Cal Business Alumni. An active Volunteer and Fundraiser for Children’s Hospital Los Angeles, and a member of the Cancer and Blood Diseases Advisory Board, Rosenberg is a longtime resident of Thousand Oaks, CA.
MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT is an international, independent association of more than 31,000, of the world's life insurance and financial services professionals. With membership from more than 80 nations and territories, MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.