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.
THOUSAND OAKS — Mitch Rosenberg, CFP®, CLU®, MSFS, AEP®, from the San Fernando Valley Office of New York Life has been named to the 2023 Forbes America’s Top Financial Security Professionals list. The 100 individuals in this group of distinguished professionals were chosen based on many criteria considered by SHOOK®Research, an independent research firm. Rosenberg is ranked #28 nationally and #2 in Southern California.
A financial professional and New York Life agent for over 37 years, Rosenberg received this recognition for helping his clients in a world in which wealth preservation and protection matter more than ever. Rosenberg operates under the business MDR Insurance & Financial Services, which he founded.
“We are honored that Mitch appears on this prestigious list,” said Kevin Boland, Managing Partner of the New York Life San Fernando Valley General Office. “New York Life has known for quite some time what a valuable asset Mitch has been to our family and to many families and businesses in our community.”
