Jefferson Rotherham (CFP®, MSFP)

Jefferson Rotherham focuses in the
following client markets or areas of practice:
- Entrepreneurs
- Federal Employees
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Entrepreneurs
- Federal Employees
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
October 02, 2020