Driven by your life's goals Holistic wealth management

Rachel E. Gottlieb, CFP®, CDFA™

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA™)

Visit Gottlieb Rose Wealth Management

phone

212-333-8809







address

299 Park Avenue
8th, 9th, And 11th Floors
New York, NY 10171



Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.


In the media

  • “How to Help Different Generations With Retirement Savings Challenges,” Plan Sponsor, February 6, 2018
  • “Getting a divorce? Do these 3 things first,” Fox 5 News, January 24, 2018
  • “UBS wealth manager's 2018 investment outlook,” Fox 5 News, January 3, 2018
  • “Why Are So Many Women Being Forced To Pay Their Abusers?,” Nylon Magazine, August 11, 2017
  • “The Next Generation of Financial Advice,” Mornings with Maria, Fox News, July 26, 2017
  • “Millennial Mediator: 37-Year Old Financial Advisor Leads Couples Through Tough Divorce Choices,” Forbes, July 25, 2017
  • “Rachel Gottlieb - Beyond Mom Interview,” Beyondmom.com, July 17, 2017
  • “10 Financial New Year’s Resolutions You Should Make Now,” Barron’s Next, December 26, 2016
  • “How to Spend Your Holiday Bonus,” Barron’s Next, December 21, 2016
  • “Six Tips to Manage Your Family’s Finances from a Financial Advisor,” DNAinfo, August 7, 2014
  • “Successfully Advising a Divorce Settlement,” Private Asset Management Magazine, September 2014
  • “Talk to Clients Now About Philanthropic Planning,” Financial Advisor IQ, October 9, 2014
  • “FLP’s vs. LLC’s: Which is Better for Wealthy Families,” OnWallStreet, May 22, 2015
  • “When dollars make sense to young children,” Scarsdale Inquirer, July 8, 2016
  • “Scarsdale Mom Solves ‘Dollar Dilemma’ With Book Teaching Value of Money,” Daily Voice, August 1, 2016
  • “Rachel Gottlieb - Teaching Kids to Spend, Save, Give and Invest,” Jill On Money, August 10, 2016
  • “Parents Explain to Kids Why They Work,” Vogue, August 19, 2016
  • “Women and Retirement: How to Save Enough,” Barron's, November 3, 2016

Rachel Gottlieb has been recognized as an industry leader.

  • Forbes America's Top Women Advisors, 2018
  • Forbes Best-In-State Wealth Advisors, 2018
  • Working Mother Magazine Top Wealth Adviser Moms, 2017
  • Forbes America's Top Next-Generation Wealth Advisor, 2017
  • Forbes Top 200 Women Advisors, 2017
  • UBS Top 35 Under 35, 2014, 2015



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