Michael Rosenthal, CFP^®

I am a Financial Advisor at Elevate Wealth, where I specialize in financial planning and wealth management. Over the years, I have developed a passion for building financial roadmaps that help clients invest their money with the lowest possible risk to pursue their goals.

I started my career with Edward Jones in 2008, which laid the foundation for my future endeavors. Following my time there, I spent six years as a financial advisor for JPMorgan Chase and Wells Fargo, gaining invaluable experience in the world of big banks. In 2015, I joined LPL Financial, driven by a desire to provide my clients with customized and independent wealth management advice. Two years later, in 2017, I partnered with Leslie Myers in Cherry Creek to establish Elevate Wealth Management under the LPL Financial umbrella.

Throughout my career, I have obtained several designations and licenses, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the FINRA Series 7 and Series 66 registrations with LPL Financial, and various insurance licenses. These credentials enable me to offer comprehensive and informed guidance to my clients. I grew up in the western suburbs of Chicago and began my academic journey at the University of Kentucky before transferring to Colorado State University, where I completed my B.A. with a focus on accounting, finance, and economics.

What keeps me motivated in my career is the knowledge that I am helping people and providing value in their lives. Witnessing someone retire comfortably or send a child off to college is incredibly rewarding. I understand the power of a good financial plan and am passionate about sharing my knowledge, experience, and perspective with my clients. Seeing them progress along their financial journey is a constant source of encouragement for me.

Outside of work, I cherish spending time with my wife, Stephanie, and our two children. We love staying active by taking advantage of all that Colorado has to offer, from mountain biking, fishing, and camping in the summertime to skiing in the winter. Stephanie and I are also working toward completing the six world marathon majors, a goal that keeps us motivated and inspired.