Rothstein & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

David Rothstein

David Rothstein

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Rothstein's website
Michael Rothstein

Michael Rothstein

CRPC®, MBA

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Michael Rothstein's website
Bill Evans

Bill Evans

CLU®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Bill Evans's website
Ray Jones

Ray Jones

ChFC®

Financial Advisor

Business Financial Advisor
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Brad Johnson

Brad Johnson

CFP®, ChFC®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brad Johnson's website

Team

Melissa Brown

Melissa Brown

Client Service Specialist,

Administrative Assistant
Katherine Bracken

Katherine Bracken

Client Service Specialist,

Administrative Assistant
Barbara Kinsey

Barbara Kinsey

Financial Planning Specialist

Rebecca Rapp

Client Service Coordinator