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Portfolio Manager
Languages: English
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
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.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.