Ethan Rosenbloom, CFP®
As a Financial Planning Analyst, Ethan builds customized financial plans to help high-net worth clients achieve their short and long-term financial goals.
In coordination with a team of passionate financial advisors and risk management consultants, he collaborates to deliver individual financial strategies across a holistic range of disciplines: debt management, savings strategies, investment planning, tax and estate planning, asset protection, and retirement accumulation and distribution.
In addition to financial planning activities, Ethan is involved in a variety of operational activities, such as reporting, billing, and industry research.
Prior to joining GCG, Ethan spent three years at Discovery Group, a micro-cap, long only fund. While at Discovery, Ethan helped lead the firm’s accounting, compliance, and operations efforts.
Education: B.S. in Finance, Indiana University’s Kelley School of Business
Credentials: Certified Financial Planner (CFP®)
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.