Cary Rothman, CPA

Senior Wealth Advisor

Designations and Licenses

Cary is a Certified Public Accountant.

Experience and Education

Cary develops customized investment, retirement, insurance and wealth preservation strategies to help meet clients’ needs and goals. He has experience providing personal financial planning services to high-net-worth individuals and helps clients analyze their investment portfolios and options to assist in making fiduciary investment decisions. Cary works with clients to analyze their tax situations and offer tax strategies. In addition to this, he reviews and signs complex tax returns.

Prior to joining the firm, Cary was a senior associate at Andersen, where he prepared and reviewed federal and state tax returns for partnerships, trusts, private foundations, gifts and individuals.

Cary has a bachelor’s degree in economics and business from the University of Rochester and a master’s degree in accounting from the Zicklin School of Business at Baruch College. He is a member of the New York State Society of CPAs.

Cary’s Office

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