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Rothman Investment Management

9700 El Camino Real
Atascadero, CA 93422
Business & Professional ServicesFinance & Insurance
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We guide you to build, protect and focus your wealth through comprehensive financial planning and evidence-based investment management.  We operate as a fee-only fiduciary.

Personal financial planning should be personal.  We use the Money Quotient True Wealth Process™ to help you create a vision of your ideal future and a plan to realize this future.  The investment management process flows naturally from the Financial Planning Process.  We get to know you and your goals, means and objectives and match your investments to your needs.

9700 El Camino Real
Atascadero, CA 93422
805-286-6378
jake@rothmaninvest.com
www.rothmaninvest.com
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Jake Rothman

Rotary Club Affiliation

Rotary Club of Atascadero

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Rotary District 5240 is comprised of 70 Rotary Clubs in San Luis Obispo, Santa Barbara, Ventura and Kern Counties. Rotary is an international service organization which brings together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and to advance goodwill and peace around the world.

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