Leo Rotman, CFP®
Principal
I have been working in the financial services field since 2001. I received a B.S. in economics and finance from Bentley University and later became a CERTIFIED FINANCIAL PLANNERTM. I focus on working with families to give them peace of mind about their future and in particular enjoy working with folks who have a special needs loved one. I live in Sudbury, MA with my two boys, Jakob and Noah. Being the single parent of 2 teenage boys definitely has its challenges and often I'm left feeling more like a personal secretary giving constant reminders than a Dad. That said, it's hard to complain. We have had so much more laughter than tears and I still have most of my hair left. When I'm not working or dealing with teenage angst, I find some time to give back to my community by volunteering for different non-profits. I also try to maintain balance and sanity by staying fit, traveling all over the world as often as I can get away, and my most recent hobby- SCUBA diving. Check out my travel blog...
