Mickey E. Rosenzweig, CLU®, ChFC®, AEP
President & CEO
Mickey Rosenzweig is Founder, President, and CEO of Rosenzweig Financial Services (RFS). Founded in 1979, RFS has been a leading financial practice for over four decades.
Mickey has built a seasoned team of specialists in the areas of:
Employee Benefit Programs
Executive Benefits
Retirement Plans
Business Insurance
Wealth Accumulation
Estate Planning
Life & Disability Income Insurance
Long Term Care Insurance
Advanced Uses of Life Insurance
Mickey has served as President of the Estate Planning Council of New York City, New York City Association of Financial Service Advisors (NYCAIFA), New York City Society of Financial Service Professionals (NYCSFSP). He has been a member of the Million Dollar Round Table (MDRT) since 1980 and a member of Top of the Table (TOT) since 1987*. He has also served on the Boards of MDRT’s TOT, the Association for Advanced Life Underwriters (AALU) now called FINSECA, and on the National Board of the Life Institute for Education (LIFE). Mickey served on the Board of Trustees of the American College for 9 years which ended as of the end of 2014 and also served as the President of the Alumni Association for 2012 and 2013. He was also appointed to the American College’s Foundation Board in 2013, served as Chairman for a 2-year term ending January 2018. Additionally, the American College asked Mickey to serve as Co-Chair for their 3-year capital campaign which began in 2018. He currently has been re-appointed as a Trustee for the American College in 2020. Mickey has also been asked to serve on the SUNY Cortland Campaign Executive Committee Planning Committee in 2018 and is currently serving. He has also served on the board of the Nassau County Community College Foundation Board until early 2018. Michel also serves as a Director on the Board of the Boca Raton Estate Planning Council.
Over the course of Mickey’s career, he has won several highly acclaimed industry awards, has been a widely featured speaker, and has served on some of the most prestigious non-profit boards, i.e., State of Israel Bonds, the American Cancer Society Manhattan Advisory Board, North Shore Hospital Cardiology Foundation and the Executive Committee of the UJA (United Jewish Appeal), Life Insurance division of NYC.
Mickey is an adventurer and an avid sports fan. He enjoys mountain climbing, scuba diving, golf, running marathons, and watching the New York Knicks, Giants, Yankees, Mets and Rangers. In 2002, he helped create the first Mickey Mantle Family Golf Outing for the American Cancer Society (ACS) in conjunction with the Mickey Mantle Family. In 2004, Mickey was awarded the ACS’s Eastern Region's Humanitarian Award and the Mickey Mantle Community Service Award in New York City. In 2005, he was the co-recipient of the "Mickey Mantle Hero Award" with Senator Alfonse D'Amato by the American Cancer Society. Mickey is happily married to Barbara for many years, has two grown children, 2 grand-daughters, 2 grandsons and now currently lives in Boca Raton, FL but raised his family in New York City.
He is a graduate of SUNY Cortland with a BA in New York State History. He is a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), an Accredited Estate Planner (AEP), and a registered representative of HTK.
Finally, in 2013 Mickey wrote his 1st book titled “Regenerating Success” which was published by the American College and the 2nd edition was published in 2014. It talks about how his firm developed and shares experiences he has learned throughout his career. To order the book go to www.rfsny.com.
*The Top of the Table (or Court of the Table) was created by the Million Dollar Round Table (MDRT), which is a global and an independent association, comprises of life insurance and financial services professionals. In the US, the life insurance or financial services professional must pay an annual MDRT membership fee and opt to pay an additional fee for Top of the Table as well as meeting commission or premium, or income methods production. The requirements do not evaluate the quality of services provided and is granted for one year only. All members must apply every year to continue their affiliation with MDRT. Being on the Top of the Table is not indicative of the applicant’s future performance or positive experience with you. For more information, please visit: https://www.mdrt.org/membership/requirements/. The above awards and/or recognitions are based on the individuals professionalism, customer service, passion, and community impact among other criteria, and does not evaluate the quality of financial services provided or the winner's past or future performance. Results may vary.