Ian Rosenfield has dedicated his financial services career to elevating the client experience, bridging the gap that often exists between the experience clients are getting and what he believes they deserve. As a result, he has developed new processes, systems and infrastructure designed to properly address the financial objectives of each client.
Recognizing that he had created a highly scalable business ideally suited to advisors who wish to deliver greater value to their clients, Ian has brought on board more than a dozen advisors.
Before entering the financial services industry, Ian implemented and managed the quality control department for his family’s restaurant business, California Pizza Kitchen, during its highest growth era, increasing the number of restaurants from 30 to 100 and revenues from $100 million to $400 million in three years, and helping to build a national brand that went public in 2001.
He is a graduate of the University of Southern California Marshall School of Business. Ian lives in Mill Valley, California, with his wife and two sons.