Thousand Oaks resident Mitchell D. Rosenberg, CLU, ChFC, CFP, CPA (inactive), MSFS, AEP, from the San Fernando Valley general office of New York Life, has received the Agent of the Year Award for 2017.
This award recognizes the agent who has achieved the top production among all agents at the company’s San Fernando Valley general office within a calendar year.
“We applaud Mitch for this achievement,” said Jeffrey Dyson, managing partner of the office. “Being acknowledged as the Agent of the Year is a significant accomplishment. He received this recognition for his ability to meet the financial needs of families and businesses in the Greater Los Angeles and Ventura County areas, including the San Fernando and Conejo Valleys.”
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Rosenberg, an agent since 1986, is the former president of both the Conejo Valley Estate Planning Council and Woodland Hills Estate and Tax Planning Councils and a founding and executive committee member of both Provisors Warner Center 1 and Westlake 2 Chapters. He is a member of the Society of Financial Service Professionals and the Association for Advanced Life Underwriting. He is also a founding member of the Los Angeles chapter of the Haas School of Business at UC Berkeley Alumni Network.
He received his Chartered Life Underwriter, Chartered Financial Consultant and Master of Science in Financial Services Degree designations from the American College in Bryn Mawr, Pennsylvania, and his Certified Financial Planner designation from the College for Financial Planning in Denver. He earned his Certified Public Accountant credentials working for Price Waterhouse & Company. He graduated Phi Beta Kappa from UC Berkeley’s Haas School of Business. He was awarded the AEP by National Association of Estate Planners & Councils
Rosenberg has achieved Million Dollar Roundtable “Top of the Table” status, which is the highest level of roundtable membership, and is a qualifying and life member of the roundtable.
An active volunteer who contributes time volunteering his services for Children’s Hospital Los Angeles, Rosenberg has also secured multiple community impact grants from the New York Life Foundation.
He and his wife, Melanie, live in Thousand Oaks, and their twins, Andrew and Paige are seniors at UC Berkeley and their oldest daughter, Ashley, is working for LinkedIn in San Francisco.
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