29 - From CPA to Entrepreneur: Unlocking the Secrets of Meaningful Wealth
Building Wealth Beyond Money: Lessons from Noah Rosenfarb on Growing Up B2B
In the latest episode of Growing Up B2B, host Ed Delia sits down with Noah Rosenfarb, Founder of Wealthrive, to discuss building wealth that goes beyond just money. With a background as a third-generation CPA, serial entrepreneur, and real estate investor, Noah offers a unique perspective on aligning financial success with personal values, navigating family dynamics in business, and preparing for the evolving future of work in an AI-driven world. This episode provides invaluable lessons for anyone looking to make their wealth a tool for purpose, freedom, and legacy.
Navigating Wealth, Family Dynamics, and Personal Fulfillment
Noah’s entrepreneurial journey began in a family of CPAs, where he was exposed to both financial scarcity and success. This duality shaped his mindset around money, opportunity, and wealth. In the episode, Noah emphasizes that wealth is not just about financial gain but about aligning your actions with your core values and priorities. His philosophy of being "rich beyond money" centers on financial freedom through passive income, aligning life goals with purpose, and finding fulfillment outside of business.
Noah also shares his experience with selling multiple companies, underscoring the importance of managing risk and maintaining financial security for his family. He advises entrepreneurs to approach wealth-building with caution, ensuring that investments align with long-term stability rather than quick returns. As someone who has taken companies public and faced significant business challenges, Noah highlights the value of reflection and strategic thinking when transitioning through liquidity events, emphasizing the importance of mentors and advisors.
Family dynamics also play a crucial role in Noah's approach to business. His experience of integrating his father-in-law into the company as a controller offers insight into how family involvement can enhance a business when handled with clear roles and expectations. Noah stresses the importance of fostering open communication and shared responsibility.
About Noah Rosenfarb
Noah Rosenfarb is the Founder of Wealthrive, a company focused on helping high-income earners reduce their tax bills and build wealth through a combination of tax strategies and financial planning. As a third-generation CPA and serial entrepreneur, Noah has extensive experience in real estate, business, and wealth management, and his insights have helped countless individuals achieve financial freedom. Noah is passionate about guiding his clients towards living a life that aligns with their values, not just their financial goals.
About Wealthrive
Wealthrive specializes in providing high-income earners with tax strategies and financial planning services that help build sustainable wealth. With a focus on reducing tax liabilities and maximizing returns, Wealthrive works with clients to create tailored solutions that align their financial goals with their lifestyle. Through personalized advice, ongoing education, and innovative financial strategies, Wealthrive empowers individuals to secure their financial future and live richer, more fulfilling lives.
Links Mentioned in This Episode
Key Episode Highlights
Wealth Beyond Money: Focus on building financial freedom through passive income, not just accumulating wealth.
Navigating Family Dynamics: How to successfully integrate family members into the business and maintain clear roles.
Strategic Thinking in Business Transitions: The importance of reflection, mentorship, and strategic planning during transitions such as exits and public offerings.
Aligning Personal Values with Financial Goals: How to ensure your wealth-building strategies align with your broader life purpose.
The Future of Work and AI: Insights on how AI is reshaping industries and the importance of balancing automation with human judgment.
Conclusion
In this episode of Growing Up B2B, Noah Rosenfarb shares valuable insights on how to build wealth that aligns with your personal values and goals, not just financial gain. From his entrepreneurial journey and lessons learned through selling companies, to his approach to integrating family into business and navigating transitions, Noah’s advice is both practical and inspirational. For business owners and entrepreneurs, this episode is a reminder that true wealth is about more than money—it’s about living a life of freedom, purpose, and legacy.
Ready to take your business to the next level? Visit Delia Associates to learn how we can help you create systems that drive growth and success.
Think you’d be a great fit for Growing Up B2B? Apply to be a guest and share your story with a business audience that values leadership, growth, and legacy. Apply here.
