My focus is always about working in the best interest of the client. The rest will take care of itself.
Jon Rothenberg graduated from Wayne State University in 1983 with a bachelor of science degree in business administration, and completed his CPA exam on the first attempt to become a certified public accountant in 1985. Jon began his securities career in 1998 and currently holds Series 66 license. As a CPA, Jon has worked with employer retirement plans for over 30 years, contributing to his exceptional understanding of ERISA rules and plan compliance issues, and he’s been formally advising on retirement plans since 2004.