Jason Rotman's Linkedin Analytics

Professional Biography: I am a financial professional with over 20 years of experience in the financial industry. I was the top futures trader in the Chicago office for one of the world's largest futures firms after graduating from Princeton University in 2001. An incident in 2011 changed my whole perspective on life, and on family financial planning in particular - my father passed away. While I had never given more than a moment's thought to life insurance (after all, I was a day-trader who was just focused on the next move in the market), my father passing and leaving my mom the death benefit of his policy awakened a completely new respect in me for having a financial plan in place before any adversity occurs. And personally, it made me further realize how precious, sacred, and important our family is, and how there is never a bad time to express love and gratitude for the ones we hold closest. From seeing how incredible amounts of money can be made in the markets starting with my trading days in Chicago, to seeing how an extremely traditional and conservative planning tool (life insurance) can be the rock on which a family wealth plan stands... I am uniquely and expertly equipped to guide my clients towards having a true holistic, rock-solid wealth accumulation AND protection plan in place. Today, I serve successful executives and HNW/UHNW investors and families with highly customized wealth and liquidity strategies. I have been a featured guest on numerous national financial TV networks such as: CNBC, Bloomberg, Fox Business, Cheddar, and CBS News. Inquiries: [email protected]