Mark Rothman

Board Member

As a Financial Planner, I believe success in achieving your important financial goals starts with a comprehensive strategy. During my career, I have developed a client focused and service oriented philosophy.  My goal is to help my clients define what is most important to them and develop your unique path to reaching your goals. I can successfully help you with: 

  • Retirement Strategies 
  • Personal Insurance 
  • Group Benefits 
  • Financial Education Seminars 
  • Wealth Management
  • Wealth Preservation 
  • Business Succession 
  • Asset Allocation Strategies 
  • Estate Conservation Strategies 
  • Executive Benefit Strategies 
  • Philanthropic Gift Strategies

I have earned my Bachelor's Degree in Finance at the University of South Florida and have over 14 years of experience.  Plant City has been my home for over 30 years, where I am happily married and raising three children. 

Phone