Jacob Rothman, CFP<sup>&reg;</sup> - Financial Advisor

Jacob Rothman, CFP®

CFA CPA

Portfolio Manager

Rothman Investment Management

9700 El Camino Real,, Suite 302
ATASCADERO, CA 93422
FINANCIAL ADVISOR'S WEBSITE
(805) 286-6378 CONNECT WITH Jacob
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General

Jacob Rothman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rothman Investment Management in ATASCADERO, CA and the surrounding communities.

Financial Advisor Overview

Jacob (Jake) Rothman, CPA, CFA, CFP® started Rothman Investment Management to help people in San Luis Obispo County and around the country build, protect and focus their wealth through fee-only, fiduciary, comprehensive wealth management. Jake spent almost a decade as a member of investment teams before starting his own firm to work with clients directly. He believes that having a personalized plan that aligns with ones values can bring lasting satisfaction. Jake lives with his wife, Nour, in Paso Robles, California and loves being back in the area where he grew up after a career path that took him to Georgia, Virginia, Massachusetts, and Wisconsin. While he enjoys traveling to see friends around the country and new places around the world, Jake loves to return home to his community.

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Financial Advisor Experience

Staff Accountant, Draffin and Tucker, LLP, Albany, GA 1997-1999 Chief Financial Officer, Albany Area Primary Health Care, Albany, GA 1999-2003 Equity Research Analyst, Mayo Capital Partners, Boston, MA 2005-2012 Equity Research Analyst, Madison Investment Advisors, Madison, WI 2012-2014 Portfolio Manager, Rothman Investment Management, Atascadero, CA 2015-

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Disclaimer

Rothman Investment Management LLC (RIM) may only transact business or render personalized investment advice in those states where it is registered/notice filed, or qualifies for an exemption or exclusion from registration requirements. All investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Past performance is not indicative of future results. A copy of RIM’s current form ADV 2A Brochure that includes a description of our services provided, fees charged and other important information, is available upon request.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes

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