Photo courtesy of Mitch Rosenberg.
THOUSAND OAKS — Mitch Rosenberg, CFP®, CLU®, MSFS, AEP® CEPA®, AIF®, of the San Fernando Valley Office of New York Life has recently been named to the Forbes | Shook Best-in-State Financial Security Professionals 2026 list. Rosenberg was ranked #8 among financial security professionals in Southern California, recognized for the trusted guidance he provides to individuals, families, and business owners as they navigate life’s biggest financial decisions.
The annual rankings are developed by SHOOK® Research, an independent research firm, using both quantitative and qualitative criteria to identify professionals who demonstrate excellence in serving clients. Rosenberg has been on the list every year since the ranking’s inception.
For over four decades, Rosenberg has built his practice on a simple philosophy: financial planning is about people first. Whether helping a young family protect their future, guiding a business owner through succession planning, or working with retirees to preserve their life’s work, he is known for taking the time to understand each client’s unique goals before recommending a path forward.
He operates under the business MDR Insurance & Financial Services, which he founded.
“Awards like this are meaningful because they reflect years of earning clients’ confidences,” said Kevin Boland, Managing Partner of the New York Life San Fernando Valley General Office. “His unwavering commitment to his clients, professional excellence, and integrity continue to make him a trusted advisor and an outstanding representative of New York Life.”
Rosenberg is a Certified Financial Planner®, Chartered Life Underwriter®, Accredited Estate Planner®, and holds a Master of Science in Financial Services from The American College in Bryn Mawr, Pennsylvania. He earned his bachelor’s degree in finance and accounting from the University of California at Berkeley’s Haas School of Business. He is a former president and active member of both the Conejo Valley Estate Planning Council and the Woodland Hills Estate and Tax Planning Council.
“This recognition is both humbling and incredibly meaningful,” Rosenberg said. “I am grateful to my clients for the trust they place in me, to the many advisors and colleagues with whom I’ve had the privilege of collaborating, and to New York Life for providing the resources and support that help me serve clients at the highest level. Their confidence and partnership inspire me every day.”
For more information about Mitch Rosenberg and MDR Insurance & Financial Services, visit www.plannow.net. Rosenberg can be reached at 805-494-4525 or by email at mdrosenberg@eaglestrategies.com.
To learn more about Rosenberg’s accolades, visit hisprofile on Forbes.
Learn more about the Forbes | SHOOK Best-in-State Financial Security Professionals rankings and methodology on Forbes.