Mark Rothman, CFP®

Financial Planner, CERTIFIED FINANCIAL PLANNER™ Professional

Domicile State: FL

Mark Rothman is a partner and investment specialist at Wealth Solutions of Central Florida. He is a certified CFP® (CERTIFIED FINANCIAL PLANNER).  His licensing includes – Series 6, 7, 66 and FL 2-15 (Life, Health, and Variable Annuities Agent license). Mark has 20 years of experience in the financial services industry, which includes an 11 year career with leading bank, JP Morgan Chase. Mark earned a Bachelors in Finance from the University of South Florida in 2008.

Mark's financial expertise combined with his love for people has led him to help others with their financial planning needs. He uses an educational approach to build lifelong trusting relationships and strongly believes that the client's best interest should be at the forefront of all decisions. He is passionate about helping his clients become highly successful and has a unique ability to find creative solutions for complex cases.

Mark and his wife, Rebecca, have been married for 17 years and reside in Plant City. They have four children, Layla, Rex, Jacob, and Gionna. In his spare time he enjoys cycling, golfing, running, swimming and studying apologetics. He is an active member at Plant City's First Baptist Church who serves as a deacon and in the youth ministry. 

 

Phone (863) 647-3562
Fax (863) 607-9129
Mobile Phone (813) 335-0285 *Voice Only