Financial Planning—It Should Be Personal

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The Manager of one of Raymond James executive council level branches credits his father, a tuxedo shop-owner in Yonkers, New York for his success. Arthur Rottenstein, a Raymond James Registered Securities Principal serving Boca Raton, learned important life lessons from his father, who owned the popular clothing shop, and his mother, a lifelong advocate for the less fortunate. A survivor of the Nazi Holocaust, his father’s horrific experience did not diminish his benevolence; he genuinely cared about his customers and connected with them easily.

Mr. Rottenstein began his lengthy career in finance in 1982, moved his practice to Boca Raton in 1991. Generally, his clients are affluent families and business owners.

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