Cary Rothman, CPA

Wealth Advisor
 New York City, New York|

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 in providing personal financial planning services to high-net-worth individuals and works with clients to analyze their tax situations and offer tax strategies as well as review and sign complex tax returns.

Prior to joining the firm, he was a senior associate at Andersen Tax LLC, where he prepared and reviewed federal and state tax returns for partnerships, trusts, private foundations, gift and individuals. He also prepared and reviewed federal and state tax projections, estimated tax payments, responded to IRS information document requests and interacted with agents regarding income tax audits.

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.

Personal Interests

In his spare time, Cary enjoys watching English soccer and eating at new restaurants. He is a member of the New York State Society of CPAs.

Cary’s Office

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