Rotman & Associates Information

Jeffrey R. Rotman formed the Rotman Consulting Group, Inc. in 1994, a private firm that specializes in strategies for Wealth Optimization. Mr. Rotman has over 22 years of experience in the financial services industry. Prior to 1994, Mr. Rotman was employed by a Fortune 500 financial services company and was awarded the prestigious "Presidents Conference" award by achieving the top 2% of a sales force of over 14,000 across the country. He was also awarded as the Leader of the entire company in selling and servicing individual Disability Income Insurance. Mr. Rotman pioneered a program in which he taught and lectured on twelve specialties at Jackson Memorial Hospital designed to help residents transition from internship into medical practice. Rotman was soon sought after by other Universities and lectured as part of the practice management program at Nova Southeastern University and Barry University. Mr. Rotman has hundreds of physician clients across the country. Mr. Rotman is currently serving on the American Diabetes Association Leadership Board. Mr. Rotman has extensive interaction within the local community . e has served on numerous boards such as the Town Center Board of Directors, Temple Dor Dorim and the Juvenile Diabetes Research Foundation . Mr. Rotman has co-chaired the Weston Rotary Run and Introduced "Rotakids" to the Weston schools. Mr. Rotman graduated in 1984 from Fort Lauderdale College with a B.S. Degree in Finance. He earned his LUTCF designation through the National Association of Life Underwriters and Training Council. Rotman has received the coveted" National Quality Award" by NAIFA which is recognized nationally for an excellent service record to the public . Mr.Rotman is author of the book titled "Financial Empowerment" and has been featured on National Public Radio WLRN and has appeared in numerous publications such as Miami Herald, Sun Sentinel, South Florida Business Journal and more. Mr. Rotman is also Head Coach of a sixteen year old girls fastpitch softball team that travels throughout the country to showcase their talent to colleges and universities.