Steven Rothman, CFP-UBS Financial Services Inc

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331 Newman Springs Rd
Red Bank, NJ 07701
+1 (732) 219-7228
https://advisors.ubs.com

Steven Rothman, CFP, is a Managing Director in Wealth Management at UBS Financial Services Inc., located in Red Bank, NJ. With a strong educational background, including a BS in Accounting and an MBA in Finance, he is recognized for his expertise and has been listed among Barron's Top 1200 Financial Advisors and Forbes' Best in State Wealth Advisors.

Rothman's approach to financial planning emphasizes understanding clients' priorities and concerns, guiding them through the UBS Wealth Way framework, which focuses on liquidity, longevity, and legacy. This comprehensive strategy aims to help clients organize their financial lives and pursue their wealth management goals amidst market challenges.

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