Michael Rosenthal brings a strong blend of academic excellence and practical experience to his role as Associate Financial Advisor at Generations Planning Group. In this position, Michael supports clients in building comprehensive financial strategies with a focus on individual and small business retirement plans, estate planning, life insurance solutions, and personalized investment portfolios.
With a Doctor of Public Administration (DPA) from West Chester University of Pennsylvania, Michael’s research centered on economic policy, giving him a deep understanding of how the broader fiscal landscape impacts everyday financial planning. As a former tax preparer, he has helped clients navigate a range of complex state and federal tax matters.
Michael is passionate about helping families and business owners navigate financial decisions
with clarity and confidence. He takes a holistic approach to wealth management, leveraging
both data and empathy to support individual goals.
Originally from the Finger Lakes, Michael resides in Westmere, NY, and is proud to serve the
community he calls home.
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