Steven Rosenthal

Steven Rosenthal is an experienced investment advisor and tax consultant, currently serving at Fulcrum Wealth Advisors since January 2020. In this role, Steven represents clients in securities and investment advisory services through Cetera Advisor Networks LLC. Additionally, Steven has been a Senior Tax Expert at Intuit since January 2018 and previously operated as a Tax and Financial Planning Consultant while self-employed from April 2016 to December 2018. Prior to this, Steven held senior tax management positions at PayPal, Inc. and eBay Inc. Steven holds an MBA in Accounting and Finance from Baruch College, an LLM in Tax Law/Taxation from Golden Gate University, and a JD from the University of San Diego School of Law.