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