Adam Rothbart, Cepa, Crpc

Adam Rothbart, Cepa, Crpc Email and Phone Number

Financial Planner @ Integrated Financial Partners
Adam Rothbart, Cepa, Crpc's Location
Portland, Maine Metropolitan Area, United States, United States
Adam Rothbart, Cepa, Crpc's Contact Details

Adam Rothbart, Cepa, Crpc work email

Adam Rothbart, Cepa, Crpc personal email

n/a
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

Adam Rothbart, Cepa, Crpc's Current Company Details
Integrated Financial Partners

Integrated Financial Partners

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Financial Planner
Adam Rothbart, Cepa, Crpc Work Experience Details
  • Integrated Financial Partners
    Financial Planner
    Integrated Financial Partners Mar 2017 - Present
    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.
    View
  • Junior Achievement Of Maine
    Board Member
    Junior Achievement Of Maine Mar 2018 - Present
  • Allstate Financial Advisors, Llc
    Personal Financial Representative
    Allstate Financial Advisors, Llc Sep 2011 - Mar 2017
  • Penobscot Financial Advisors
    Financial Advisor
    Penobscot Financial Advisors Aug 2014 - Nov 2014
    Portland, Me, Us
    Provided financial planning and guidance to employees and faculty of the Maine Community College system.
    View
  • 207Lacrosse Llc
    Head Lacrosse Coach
    207Lacrosse Llc May 2014 - Nov 2014
    Coach high-school elite travel teams to compete against other states. Also run skills workshops to give back to the Maine Youth Lacrosse community.

Adam Rothbart, Cepa, Crpc Skills

Retirement Planning Financial Planning Investments Financial Advisory Disability Insurance Life Insurance Employee Benefits Marketing Strategy Small Business Inventory Management Direct Sales Sales Retirement Insurance Powerpoint Customer Service Leadership Training Supervisory Skills Sales Growth Business Continuity Planning Voluntary Employee Benefits Long Term Care Insurance

Adam Rothbart, Cepa, Crpc Education Details

  • College For Financial Planning
    College For Financial Planning
    Chartered Retirement Planning Counselor
  • Plymouth State University
    Plymouth State University
    Business Administration

Frequently Asked Questions about Adam Rothbart, Cepa, Crpc

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 the current company?

Adam Rothbart, Cepa, Crpc's current role is Financial Planner.

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

Adam Rothbart, Cepa, Crpc's email address is ai****@****uth.edu

What schools did Adam Rothbart, Cepa, Crpc attend?

Adam Rothbart, Cepa, Crpc attended College For Financial Planning, Plymouth State University.

What are some of Adam Rothbart, Cepa, Crpc's interests?

Adam Rothbart, Cepa, Crpc has interest in Politics, Environment, Economic Empowerment.

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

Adam Rothbart, Cepa, Crpc has skills like Retirement Planning, Financial Planning, Investments, Financial Advisory, Disability Insurance, Life Insurance, Employee Benefits, Marketing Strategy, Small Business, Inventory Management, Direct Sales, Sales.

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