Doug Rotman, CFP®, a SmartVestor Pro in Carmel, Indiana, serving the greater northern Indianapolis area. Doug Rotman, CFP® Partner, Vero Wealth (317) 567-9006 [email protected] What does it mean to be a SmartVestor Pro?I agree to the SmartVestor Code of Conduct.I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others. I have the heart of a teacher, not the attitude of a salesman.I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals. I care about your future.I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.