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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This Office

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