Charles A. Rosenbaum

Partner, Director of Client Strategy

Charles Rosenbaum is the founding Partner of Advanced Corporate Solutions, Director of Client Strategy, and and a Registered Representative and Financial Advisor with Principal Securities, Inc


He advises clients on the strategic planning, administration, and execution of their executive and employee benefits, corporate risk management, and business succession plans. Under his leadership, ACS has strived to build a reputation as a financial services practice providing innovative consulting and brokerage services for corporate and private clients.


As an entrepreneur, Charles understands the need for small and mid-size organizations to run efficiently and plan ahead. These core values act as a guide as works with a client's finance, human resources, and operations teams.


Charles has a Bachelor of Business Administration from the George Washington University's School of Business. He has earned the professional designation of Accredited Investment Fiduciary® (AIF) from Fiduciary360. He holds his Series 7, 65, 63 registrations in addition to Life, Health, and Property/Casualty insurance licenses in a number of states throughout the US. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Human Resource Management (SHRM).


AIF (Accredited Investment Fiduciary) is an educational designation only, obtained by through the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Phone 877-589-8648