Cassie Rotman

Cassie Rotman

Wealth Management Advisor

  • CFP®
  • MBA
FINRA BrokerCheck
1 Beacon St Fl 25,
Boston, MA 02108
617-742-6200 Visit my website

About my practice

My background in wealth and investment management at BNY Mellon and Windhaven Investment Management as well as strategy and operations consulting at Deloitte Consulting has cultivated an expertise in creating unique solutions to complex problems.I help my clients to achieve the financial goals they set for themselves by working with them to define their goals and develop a roadmap to success.

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