Alan Rothstein's Location

Avon, CT, US

Alan Rothstein's Work

Alan Rothstein's Education

  • NYU Stern School of Business

    BS (Accounting)

Alan Rothstein's Skills

  • Tax Returns
  • Retirement Planning
  • Estate Planning
  • LLC
  • IRS
  • High Net Worth Individuals
  • QuickBooks
  • Personal Financial Planning
  • Gift Tax
  • Investment Management

Alan Rothstein's Summary

Alan Rothstein, based in Avon, CT, US, is currently a CPA and PFS at Asset Strategies, Inc., bringing experience from previous roles at Rothstein & Company, LLC. Alan Rothstein holds a BS in Accounting @ NYU Stern School of Business. With a robust skill set that includes Tax Returns, Retirement Planning, Estate Planning, LLC, IRS and more, Alan Rothstein contributes valuable insights to the industry. Alan Rothstein has 2 emails on RocketReach.
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