Steven A. Rothman,  CFP<sup>&reg;</sup> - Financial Advisor

Steven A. Rothman, CFP®

Senior VP

UBS

331 Newman Springs Rd, Bldg 1 3rd Flr
Red Bank, NJ 07701
(800) 221-0705
(732) 219-7228

General

Steven Rothman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS in Red Bank, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Banking, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources