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Our Story

After nearly a decade serving on investment teams, Jake had three goals - to move back to California's gorgeous Central Coast, to start his own business and to help clients directly as they seek to build, protect and focus their wealth to live life to the fullest.  Applying the carpenter's rule of measure twice, cut once, Jake spent about ten months studying the industry and figuring out how to best add value for clients before opening for business in 2015. This study led to the belief that clients are best served by an independent, fee-based, fiduciary advisor.  Larson joined the firm in 2021 to help build a client-focused practice with a thoughtful approach to investing and an emphasis on financial planning.

Since our founding in 2015, Rothman Investment Management has helped over five dozen households with financial planning and investing.  We currently have clients in California, Massachusetts, Georgia, New Hampshire, New Jersey, New York, Virginia, Iowa, Texas and Florida.  Our story is not about us, but about our clients.  We strive to help them to accomplish their dreams and goals.

Our Mission

Is to guide clients to build, protect and focus their wealth to live their fullest life.


Community Involvement