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

NAPFA Start Date

October 02, 2020

Submit
Submit

This Office

1330 Orange Ave Ste 302 Coronado, CA 92118-3924 Phone: (619) 435-1701