Boomers and Elders, LLC, specializes in income planning services for seniors and adult children with aging parents.

John J. Rosenfeld, Co-Manager, holds an M.B.A. from California State University, Long Beach and is Series 6, 7, 63 and 65 licensed. He has twelve years of experience in the financial sector—the most recent five years with Fidelity Investments, with focus on income planning.

Yan Ross, Co-Manager, is an attorney and accredited educator. His mother, Pauline, is a nonagenarian living independently in a retirement community in Scottsdale, Arizona.