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Art Rosenberg, Associate Advisor

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 and current candidate for CERTIFIED FINANCIAL PLANNER™ certification.

For me, a balanced life includes values-driven work, community engagement (I am on the board of The Community Empowerment Fund and Transplanting Traditions Community Farm and actively involved with Mothers for Ceasefire and Triangle Jewish Voices for Peace), gardening, joyful cooking projects, long bike rides, and spending lots of time in the woods with my partner, child, and dear friends.

Photo by Bethanie Hines

Pages

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Contact Info

Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:

  • 3904 North Druid Hills Road #366 Decatur, GA 30033

  • 404.294.5917

  • 470.440.7249

  • [email protected]

  • Business Hours: Monday-Friday, 9 am to 5 pm ET

 

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