Megan L. Rosenstiel, CFP®, ADPA®, AWMA®, CDFA®, LTCP

Megan is a Partner in the West Des Moines, Iowa office. For more than two decades, she has helped individuals and families navigate life’s most complex financial decisions with clarity, confidence, and care. Her areas of focus often include women and wealth, planning through life transitions, charitable giving strategies, and private market investing.

Prior to joining Cerity Partners, Megan served as Partner and Director of Advisory Services at Gilbert & Cook, working closely with clients facing significant transitions — including divorce, business succession, retirement, and multigenerational wealth planning — and helping them align their financial strategies with what matters most in their lives.

Megan’s approach is both compassionate and highly strategic. She is known for her ability to simplify complexity, guide thoughtful decision-making, and provide a steady, trusted presence during times of change. Her work is deeply collaborative, often partnering with attorneys, CPAs, and other advisors to deliver integrated planning solutions that support long-term outcomes.

After joining Gilbert & Cook in 2006, Megan played an integral role in the firm’s growth and evolution. She began her career as a Relationship Manager, building strong client relationships and a deep understanding of their needs. She transitioned into a financial planning role in 2010, became a Lead Advisor in 2016, and was named Partner in 2018. Most recently, she served on the firm’s Leadership Committee, where she helped guide strategic direction and mentored the next generation of advisors — reinforcing a culture rooted in service, collaboration, and excellence.

Megan is especially passionate about empowering clients through education. Whether speaking at client events, leading educational seminars, or participating in industry panels, she is dedicated to making complex financial topics accessible and actionable.

Clients value Megan for her thoughtful perspective, her ability to bring clarity to difficult decisions, and the genuine care she brings to every relationship. She believes financial planning is not just about numbers — it’s about helping people live more fully, intentionally, and securely.

Megan is a dedicated community advocate and is especially passionate about maternal and infant health. She and her family are deeply involved with Healthy Birth Day, Inc. and its Count the Kicks campaign — an organization she credits with saving her son William’s life. In 2024, she served as Chairwoman of the organization’s Changemakers Luncheon, helping raise awareness and support for stillbirth prevention efforts.

At home, Megan and her husband, Chad, stay active with their two children, enjoying a full schedule of sports and activities including golf, baseball, gymnastics, and basketball. They also share a love for the arts and have been long-time supporters of the Des Moines Civic Center.

Learn more about my practice.