ari rosenberg Financial Advisor

pronouns: she/her

After 17 years working with nonprofits, I joined the Chicory Wealth team in February 2024. My role is to work with clients to help them achieve their financial and life goals.

Before joining Chicory Wealth, I was the finance and development director for organizations focused on ending the racial wealth gap, addressing housing insecurity, and increasing food security. In those roles, I used my knowledge of fundraising and finances to ensure each organization could fulfill its mission.

I received a Bachelor’s Degree from Bates College and a Certificate in Financial Planning from New York University. I am an Investment Advisor Representative, CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), and Certified Financial Therapist™ Practitioner (CFT™) .

For me, a balanced life includes values-driven work, community engagement (I am on the board of Transplanting Traditions Community Farm(opens in new tab), actively involved with Mothers* for Ceasefire(opens in new tab) and Triangle Jewish Voice for Peace(opens in new tab), and part of the Steering Crew for Rad Planners), gardening, joyful cooking projects, long bike rides, and spending lots of time in the woods with my partner, child, and dear friends.

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