Team – Wealthrive

Wealthrive

You Built an "A" Team in Your Business.
Meet the "A" Team for your Tax Strategy.

Get to Know Your Dedicated Team

Noah Rosenfarb

Noah Rosenfarb, CPA

Founder

Peter Culver

Peter F. Culver, J.D.

Co-Founder & Chief Wealth Strategist

Jenna Kozodoy

Co-Founder & President

Richard Huynh

Richard Huynh, JD LL.M

Tax Strategist

Dan Perez

Chief Financial Officer

Kyle Cain

Kyle Cain, CFP®, CIMA®, APMA™

Chief Investment Officer

Kyshia Ong

Diza-Rose Kyshia Ong

Director of Client Experience

Sameer Sawaqed

Director of Client Engagement

Robert Rubenstein

Robert Rubenstein

Partner, Real Estate Division

Charlie

Charlie Janes, CEPA, MBA

Business Growth Consultant

C-Roehm-Headshot_cropped

Chris Roehm, CFP®

Life Insurance Guy™

Mark Myers

Strategic Partner

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