About NAPFA
Contact Us
Careers
Press
Log In
Create Account
Find an Advisor
Consumers
What is Fee-Only Advising
How to Find an Advisor
Financial Planning 101
Consumer Resources
Fiduciary 101
What is a NAPFA-Registered Advisor
Consumer Surveys
Partner Network Consumer Resources
Become a Member
Application Process
Membership Categories
Membership Standards
Members
My Account
Advisor Magazine
DEI Toolkit
Incorporating DEI at Your Firm
NAPFA Logos
Student Resources
NAPFA Learning Center
CE Guidelines
Member Discount Directory
Resource Partner Directory
Find An Advisor Resources
Education
NAPFA Learning Center
Conferences
Spring 2024 National Conference
NAPFA Playbook Series
DEI Training & Certificate Program
Educational Partners
Submit a Session Proposal or Topic
NAPFA Nation Podcast
Partner Solutions
CE Guidelines
Community
Awards
NAPFA Engage
DEI Initiative
Women's Initiative
Women to Know 2024
Mentoring Program
Conversation Circles
NAPFA Committees
NAPFA Regions
Local Groups
Get in the Mix
NAPFA Genesis
Career Corner
Partner with NAPFA
NAPFA Foundation
Find an Advisor
Consumers
What is Fee-Only Advising
How to Find an Advisor
Financial Planning 101
Consumer Resources
Fiduciary 101
What is a NAPFA-Registered Advisor
Consumer Surveys
Partner Network Consumer Resources
Become a Member
Application Process
Membership Categories
Membership Standards
Members
My Account
Advisor Magazine
DEI Toolkit
Incorporating DEI at Your Firm
NAPFA Logos
Student Resources
NAPFA Learning Center
CE Guidelines
Member Discount Directory
Resource Partner Directory
Find An Advisor Resources
Education
NAPFA Learning Center
Conferences
Spring 2024 National Conference
NAPFA Playbook Series
DEI Training & Certificate Program
Educational Partners
Submit a Session Proposal or Topic
NAPFA Nation Podcast
Partner Solutions
CE Guidelines
Community
Awards
NAPFA Engage
DEI Initiative
Women's Initiative
Women to Know 2024
Mentoring Program
Conversation Circles
NAPFA Committees
NAPFA Regions
Local Groups
Get in the Mix
NAPFA Genesis
Career Corner
Partner with NAPFA
NAPFA Foundation
About NAPFA
Contact Us
Careers
Press
Log In
Create Account
Back to
Search
Favorites List
Rothman Investment Management
Visit Website
Contact Rothman Investment Management
Full Name
Phone
Email*
Confirm Email*
Message
Submit
Advisors at this Office
Jacob Rothman, BS, CFA, CFP®, CPA, MBA
NAPFA-Registered Financial Advisor
Rothman Investment Management
Visit Website
Contact Rothman Investment Management
Full Name
Phone
Email*
Confirm Email*
Message
Submit
This Office
9700 El Camino Real Ste 302
Atascadero, CA 93422-5581
Phone: (805) 464-2878
Primary Office
9700 El Camino Real Ste 302
Atascadero, CA 93422-5581
Phone: (805) 464-2878
Visit Website
