Irv Rosenzweig, CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF® attended the University of Minnesota with a major in finance. He received his CFP® certification education from the College for Financial Planning, and his ChFC® and CLU® designations from The American College of Financial Services.

His clients required expertise in retirement plans, so Rosenzweig completed a one-year CRPS® certification program through the College for Financial Planning. As clients transitioned, Rosenzweig did too, acquiring his Accredited Estate Planning (AEP®) designation to better service his client base in the specialty area of estate planning. Also, to differentiate his firm's fee-for-service model and to eliminate commissions on securities detracting from serving the best needs of the client, he and his associates obtained the Accredited Investment Fiduciary (AIF®) designation in 2018.

His experience and quality of work have earned him a place in the International Association for Financial Planning's practitioner division. He is also listed in the Consumers' Research Council of America's 2005 Guide to America's Best Financial Planners and Barron's Top 1000 Advisors in the country.

Rosenzweig cultivated expertise in options and became a member of the Advisory Panel for the Options Industry Council. He was invited to Washington, DC to speak with members of the House of Representatives Finance Committee on the risks and value of using options within strategies. He was also invited to speak at the New York Stock Exchange and be on the podium for the "closing bell", participating with associates of the Options Industry Council and others from CNBC and the NYSE.

Rosenzweig went independent of wirehouses and broker/dealers in 2003 as RZ Wealth, running his firm as a Registered Investment Advisor. In 2020, he merged his firm with Diversified, LLC. He serves as the Executive Business Consultant to management and to the Investment Committee of Diversified, LLC.