Home
About Us
Product and Services
Retirement Planning Today
- About The Class
- Class Dates and Registration
Tools
Contact

Class Dates

Registration Info

Jeff Rotman

Jrotman@financialguide.com

Kristina Bergman

kristinabergman@mycoastalwealth.com

Contact

Rotman & Associates

Office: (954) 716-8466

621 NW 53rd St.

Suite 125

Boca Raton, FL 33487

jrotman@financialguide.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.