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About Jake

Rothman Investment Management is personal.


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Jacob T. Rothman

CPA, CFA, CFP®, Portfolio Manager

jake@rothmaninvest.com

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 ones 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.

Learn More About Me

Education & Credentials

  • Cal Poly, San Luis Obispo, BS Business Administration: Accounting, 1997
  • University of Virginia, Darden Graduate School of Business, MBA, 2005
  • Liberty Theological Seminary, MAR, 2010
  • Certified Public Accountant (CPA), licensed in Georgia, 1999
  • Chartered Financial Analyst (CFA), 2010
  • Certified Financial Planner (CFP) 2019

Experience

  • Staff Accountant, Draffin and Tucker, LLP, Albany, GA 1997-1999
  • Chief Financial Officer, Albany Area Primary Health Care, Albany, GA 1999-2003
  • Equity Research Analyst, Mayo Capital Partners, Boston, MA 2005-2012
  • Equity Research Analyst, Madison Investment Advisors, Madison, WI 2012-2014
  • Portfolio Manager, Rothman Investment Management, Atascadero, CA 2015-

Volunteering

  • Founder, Director, Life Camp Ministries – a weeklong overnight summer Bible camp serving children and youth on the Central Coast
  • Founder, Chairman, Alpha Kerdaino Foundation – a private foundation that supports Christian organizations involved in evangelism and discipleship
  • Board member, Treasurer, Child Evangelism Fellowship of San Luis Obispo County – a children’s evangelistic ministry that serves children through clubs, camp and other outreach
  • Board member, Treasurer, Child Evangelism Fellowship of Southern California – a children’s evangelistic ministry that serves children through clubs, camp and other outreach throughout Southern California
  • Finance Deacon, Treasurer, Grace Central Coast
  • Member, Rotary Club of Atascadero
  • Governing Board Member, Sierra Vista Medical Center, San Luis Obispo

Interests 
Exercise – Jake can be regularly found in the gym or running outside and enjoys occasionally running a 10K or half marathon.

Reading – Jake reads and listens to books about a variety of subjects, with particular interest in finance, business, productivity, human behavior, history, biography, theology and Christian living

Travel – Jake has been to all fifty US states, and five continents… so far.

Time with family and friends – spending time in close relationships brings richness to life in a way nothing else can