Jacob Rothman, CPA, CFA, CFP®

You work hard for your money. Now make it work for you.

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Rothman Investment Management Jacob Rothman, CPA, CFA, CFP®
Atascadero, California

Serving Clients Nationwide

You work hard for your money. Now make it work for you.

Areas of Focus

  • Coaching
  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Taxes

About Me

Jacob (Jake) Rothman, CPA, CFA, CFP® started Rothman Investment Management to help people in San Luis Obispo County and around the country build, protect and focus their wealth through fee-only, fiduciary, comprehensive wealth management.

Jake spent almost a decade as a member of investment teams before starting his own firm to work with clients directly. He believes that having a personalized plan that aligns with one's values can bring lasting satisfaction.

Jake lives with his wife, Nour, in Paso Robles, California, and loves being back in the area where he grew up after a career path that took him to Georgia, Virginia, Massachusetts, and Wisconsin. While he enjoys traveling to see friends around the country and new places around the world, Jake loves to return home to his community.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • BBB Accredited Business
  • CFA Institute
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

93422

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Package Offers
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

Offers Investment Management

Yes

About our Firm

After nearly a decade serving on investment teams, Jake had three goals - to move back to California's gorgeous Central Coast, to start his own business and to help clients directly as they seek to build, protect and focus their wealth to live life to the fullest. Applying the carpenter's rule of measure twice, cut once, Jake spent about ten months studying the industry and figuring out how to best add value for clients before opening for business in 2015. This study led to the belief that clients are best served by an independent, fee-based, fiduciary advisor.

Since our founding in 2015, Rothman Investment Management has helped over five dozen households with financial planning and investing. We currently have clients in California, Massachusetts, Georgia, New Hampshire, New Jersey, New York, Virginia, Iowa, Ohio, Florida and Wyoming. Our story is not about us, but about our clients.

Our mission Is to help clients build, protect and focus their wealth to live their fullest life.

Education

University of Virginia, Darden School of Business, MBA, Finance | California Polytechnic State University-San Luis Obispo, Bachelor of Science, Business Administration

Volunteer Experience

Founder, Chairman, Program Director, Life Camp Ministries | State Board Member, Treasurer, Local Committee Chairman - SLO County Chapter, Child Evangelism Fellowship of Southern California

Badges

Languages

  • Arabic
  • English

Hobbies and Interests

  • Church
  • Exercising
  • Family
  • Reading
  • Running
  • Traveling
  • Volunteering
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Contractors
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Real Estate Investors
  • Young Families