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Director, Financial Advisor
Casey Rosenthal
About
Casey Rosenthal is a director and financial advisor at OneDigital.
Prior to joining OneDigital, Casey joined the Rosenthal Wealth Management Group family of advisors full-time in the early 2020s after graduating from Roanoke College with a degree in Actuarial Science, and has since grown into a full Advisor role. He completed his CFP® coursework through Wake Forest University, earning the designation in 2024. His academic background in actuarial science informs how he evaluates risk, which he applies in helping clients weigh trade-offs and build long-term strategies.
Casey considers himself truly blessed to have learned from, and work alongside, his father, Larry Rosenthal, bringing a fresh, new-school perspective to the business while honoring the family-oriented values .
With the transition to OneDigital, Casey is energized by the opportunity to be part of a national organization with a people-first culture and looks forward to the new possibilities it brings for his clients. Outside of work, he enjoys watching and playing baseball, playing the guitar, and spending time outside with his friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advice offered through OneDigital Investment Advisors LLC.