Jason Rotman
Wealth Strategies: Portfolio Management, Estate Preservation, Trust Strategies, Advanced HNW/Business Insurance Strategies. 7+ Yr. National Media Contributor
- Role
- Financial Advisor at Elevate Financial Partners
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Jason Rotman
Professional Biography: I am a financial professional with over 20 years of…
Experience
Financial Advisor
Mar 2024 — Present · Newport Beach, CA, US
As a trusted advisor, I provide comprehensive wealth management solutions to highly successful executives, entrepreneurs, venture capital/private equity professionals, and family offices.In addition to implementing specific financial strategies for you, I serve as your central point of contact, coordinating a team of trusted professionals including CPAs, estate planning attorneys, and other specialists. My expertise lies in developing tax-efficient wealth plans tailored to your unique situation and goals. This involves conducting in-depth analyses of your overall balance sheet and implementing strategies to- Create your custom investment portfolio- Mitigate your estate taxes - Facilitate your charitable giving- Build advanced life insurance strategies for personal wealth as well as generational wealth transfer- Help grow and preserve tax-free liquidity for your family- For corporate clients: protect the value of your key people, secure a funding mechanism for a buy-sell agreement, implement highly capital efficient executive bonus plans, and more.With a holistic approach, my mission is to safeguard and grow your wealth for the present and future generations. I collaborate closely with you to ensure a cohesive, personalized plan that aligns with your most important objectives.Inquiries: j••••@efinsvcs.com
Skills
- Portfolio Management
- Investments
- Options
- Trading
- Electronic Trading
- Equities
- Alternative Investments
- Hedge Funds
- Commodity
- Trading Systems
- Asset Managment
- Financial Analysis
- Bonds
- Leadership
- Finance
- Financial Risk
- Asset Management
- Financial Markets
- Technical Analysis
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