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Biography

Jason Rothman is a Senior Associate Wealth Planner in the Boston office. As a member of the Wealth Management practice, he focuses on delivering comprehensive financial planning, investment advice, and legacy planning.

Prior to joining Cerity Partners, Jason worked as an Associate Wealth Advisor at Focus Partners Wealth in Boston, MA. Before that, he worked as a Client Service Associate at Delta Wealth Management in Old Saybrook, CT.

In his free time, Jason enjoys fitness, cooking, playing golf and tennis, being on the water, traveling, and spending time with his loved ones.

Learn more about my practice.

Education

  • B.S. in Finance with a minor in Communications from Bryant University

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.