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.
Education & Credentials
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
Hannah Lique Naitove earned her Bachelor of Arts in Economics with a minor in Business Management from Keene State College. She started her career at Mayo Capital Partners, LLC in Boston, Massachusetts as an administrative assistant. During her six years at Mayo Capital Partners, LLC, she earned her Investment Adviser Certified Compliance Professional (IACCP) Certification and became the Compliance Manager and Finance Associate, Partner. In 2017, she joined Rothman Investment Management as Compliance and Operations Manager. Her compliance expertise, engaging personality and business versatility have been vital assets to our growing firm. She enjoys making connections, playing sports, and traveling in her spare time.
Education and Credentials:
Exercise – Hannah regularly enjoys playing pickup basketball and soccer in SLO, as well as, attending Spark Yoga.
Podcasts – Her favorite podcast are The Good Life Project, Don’t Keep Your Day Job, Raw Milk, The School of Greatness, and Nice Girl Uprising to name a few
Travel – Hannah loves to travel and find new experiences. Some of her favorite countries are Italy, Indonesia, and Vietnam.
Additionally, she loves to create, design, and plan exclusive date nights for couples and small groups in the Central Coast. If she is not busy working on compliance or planning a date night you can find her sitting by the ocean or relaxing at a coffee shop connecting with the community and building relationships with others.