Rothman Investment Management - Atascadero, California

Rachel Gasparini

Jake Rothman is a world-class financial professional. I highly recommend Rothman Investment Management. I reached out to Jake to help my mother get her finances in order and plan for retirement. We interviewed a few financial planners and I am so thrilled we chose Jake! We completed his Financial Planning offering which includes 4 sessions (60-90 mins each). There was significant time spent truly understanding my mother's goals, dreams, necessities, and worries. Jake is an incredible active listener, is highly organized, very empathetic, and well-versed on winning budgeting and investment strategies. Best of all, Jake has a genuine passion to help you succeed. He earned our trust quickly. Jake truly helped us create a plan for success that is highly personalized and simple to execute on. I also appreciated how easy Jake was to work with. You can schedule meetings in-person or via Zoom, easily book via Calendly and he promptly sends thorough notes after every meeting. Overall, I highly recommend his firm and look forward to partnering with them further.