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Jacob Rothman (BS, CFA, CFP®, CPA, MBA)

Jacob Rothman focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Generation X
  • Tax Planning

NAPFA Start Date

March 11, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

9700 El Camino Real Ste 302 Atascadero, CA 93422-5581 Phone: (805) 464-2878
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