Meet Jack J. Rothenberg, CFS®

Jack has been a successful Financial Advisor with America Group Retirement Strategy Centers for over 20 years. He provides his clients with a broad range of financial strategies that seek to help enhance and preserve their wealth with an emphasis toward tax advantaged strategies.

Jack works with individuals, professionals, and business owners to develop strategies in the following areas; IRA planning, IRA rollovers, retirement income distribution planning, wealth management, investment planning, and asset allocation planning. He assists with estate planning, business succession planning, life, disability and long term care options as well, with his clients.

Jack works with his clients to seek financial freedom and independence through establishing clear goals and financial discipline. He also addresses, with his clients, their unique needs in preparing a plan that takes into consideration their goals, time frames and risk tolerance. He is committed to educating his clients to make well-informed decisions and to find meaningful financial strategies. Backed by a team of dedicated professionals and a company committed to service and growth, Jack takes a long-term relationship approach to working with his clients.

Jack is a Certified Fund Specialist and a member of the Financial Planning Association. He holds a Bachelor’s Degree in Finance from Towson University in Baltimore, Maryland. Jack is active in his community and teaches adult education classes in the area.