AeroLeads people directory · profile

Adam Rothbart, Cepa, Crpc Email & Phone Number

Financial Planner at Integrated Financial Partners
Location: Portland, Maine Metropolitan Area, United States 5 work roles 2 schools
1 work email found @ifpadvisor.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@ifpadvisor.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Integrated Financial Partners
Role
Financial Planner
Location
Portland, Maine Metropolitan Area, United States

Who is Adam Rothbart, Cepa, Crpc? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Adam Rothbart, Cepa, Crpc is listed as Financial Planner at Integrated Financial Partners, based in Portland, Maine Metropolitan Area, United States. AeroLeads shows a work email signal at ifpadvisor.com and a matched LinkedIn profile for Adam Rothbart, Cepa, Crpc.

Adam Rothbart, Cepa, Crpc previously worked as Board Member at Junior Achievement Of Maine and Personal Financial Representative at Allstate Financial Advisors, Llc. Adam Rothbart, Cepa, Crpc holds Chartered Retirement Planning Counselor from College For Financial Planning.

Company email context

Email format at Integrated Financial Partners

This section adds company-level context without repeating Adam Rothbart, Cepa, Crpc's masked contact details.

*@ifpadvisor.com
68% confidence

AeroLeads found 1 current-domain work email signal for Adam Rothbart, Cepa, Crpc. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Adam Rothbart, Cepa, Crpc

At Integrated Financial Partners (IFP), we are dedicated to helping you reach your financial goals. The holistic IFP approach combines a depth of knowledge and professional expertise to provide creative solutions tailored to your individual needs. Our product independence can mean a world of difference when designing and implementing a plan for your financial future. We offer a broad range of personal and business owner services: - Financial Planning, Wealth Accumulation Strategies, Retirement Planning, Education Funding, Retirement Strategies & 401(k) planning and distribution options. - Tax Reduction Strategies, Portfolio & Investment Analysis, Wealth Management, Legacy and Long-Term Care planning - Business Succession Planning, Key Executive Benefits, Deferred Compensation, Executive Bonus, Qualified Retirement Plans, Employee Educational WorkshopsSecurities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to 'Contact and Personal Info' section. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. CRPC conferred by College for Financial PlanningThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.I can only discuss and/or transact business with residents of the following states: MA, TX, NH, ME, CT

Listed skills include Retirement Planning, Financial Planning, Investments, Financial Advisory, and 19 others.

Current workplace

Adam Rothbart, Cepa, Crpc's current company

Company context helps verify the profile and gives searchers a useful next step.

Integrated Financial Partners
Integrated Financial Partners
Financial Planner
AeroLeads page
Company profile
View company profile Email format
5 roles

Adam Rothbart, Cepa, Crpc work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Integrated Financial Partners

Waltham, Massachusetts, Us

The number one financial worry is not having enough money to retire. Do you know how much you need? Do you know what assets to spend first? Financial Planning is no longer a do-it-yourself project. That’s where the team at IFP can help. We support every aspect of your financial life. In today's complex world it takes diligence, research and careful consideration to help you work towards the retirement you deserve and have worked so hard to attain. We provide clarity along with strategies and solutions to help address your needs, lifestyle, goals and life phase. We offer customized plans that are simple to understand and implement.IFP specializes in coordinating with all of our clients’ other advisors to ensure collaboration in all aspects of your financial life. Specialties include retirement planning, estate planning, investment strategies, legacy planning, charitable gifting, wealth building strategies and business owner planning.

Mar 2017 - Present

Board Member

Current
Junior Achievement Of Maine
Mar 2018 - Present

Personal Financial Representative

Allstate Financial Advisors, Llc
Sep 2011 - Mar 2017

Financial Advisor

Penobscot Financial Advisors

Portland, Me, Us

Provided financial planning and guidance to employees and faculty of the Maine Community College system.

Aug 2014 - Nov 2014

Head Lacrosse Coach

207Lacrosse Llc

Coach high-school elite travel teams to compete against other states. Also run skills workshops to give back to the Maine Youth Lacrosse community.

May 2014 - Nov 2014
2 education records

Adam Rothbart, Cepa, Crpc education

Chartered Retirement Planning Counselor

College For Financial Planning

Bachelors Of Science, Business Administration

Plymouth State University
FAQ

Frequently asked questions about Adam Rothbart, Cepa, Crpc

Quick answers generated from the profile data available on this page.

What company does Adam Rothbart, Cepa, Crpc work for?

Adam Rothbart, Cepa, Crpc works for Integrated Financial Partners.

What is Adam Rothbart, Cepa, Crpc's role at Integrated Financial Partners?

Adam Rothbart, Cepa, Crpc is listed as Financial Planner at Integrated Financial Partners.

What is Adam Rothbart, Cepa, Crpc's email address?

AeroLeads has found 1 work email signal at @ifpadvisor.com for Adam Rothbart, Cepa, Crpc at Integrated Financial Partners.

Where is Adam Rothbart, Cepa, Crpc based?

Adam Rothbart, Cepa, Crpc is based in Portland, Maine Metropolitan Area, United States while working with Integrated Financial Partners.

What companies has Adam Rothbart, Cepa, Crpc worked for?

Adam Rothbart, Cepa, Crpc has worked for Integrated Financial Partners, Junior Achievement Of Maine, Allstate Financial Advisors, Llc, Penobscot Financial Advisors, and 207Lacrosse Llc.

How can I contact Adam Rothbart, Cepa, Crpc?

You can use AeroLeads to view verified contact signals for Adam Rothbart, Cepa, Crpc at Integrated Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Adam Rothbart, Cepa, Crpc attend?

Adam Rothbart, Cepa, Crpc holds Chartered Retirement Planning Counselor from College For Financial Planning.

What skills is Adam Rothbart, Cepa, Crpc known for?

Adam Rothbart, Cepa, Crpc is listed with skills including Retirement Planning, Financial Planning, Investments, Financial Advisory, Disability Insurance, Life Insurance, Employee Benefits, and Marketing Strategy.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.