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
- Baby Boomers
- Business Owners
- Charitable Giving
- Generation X
- Tax Planning
NAPFA Start Date
March 11, 2020