Doug Rotman takes a comprehensive approach getting to know his clients so he can deliver advice tailored to their specific needs. Doug has spent his entire career in financial planning since graduating in 2000 from Cedarville University. Doug has experience helping a variety of clients both locally and across the country. Raised in a home where both parents were teachers, Doug enjoys educating his clients and helping them understand a financial industry that often uses words and acronyms that often don't make sense to those outside of Wall Street.
Doug Rotman is a CFP® practitioner (or CERTIFIED FINANCIAL PLANNER™ practitioner). In addition to continuing education requirements to maintain his CFP® status, Doug is also held to a fiduciary standard. More simply put, Doug is held to the standard of doing what is in his client's best interest.
With the heart of a teacher, Doug is a Dave Ramsey SmartVestor Pro.
One of Doug's passions is to be a special help to widows and widowers in a time of great need.
Active in the community, Doug serves on the board of the Financial Planning Association of Greater Indiana and volunteers with the Finance Ministry at Northview Church in Carmel, IN.
Doug and his wife Emily also enjoy parenting two lively and entertaining young boys. Doug also stays busy exercising, preparing for triathlons, and cheering on the Cubs and the Colts.
Doug is a Partner and Investment Advisor Representative of Vero Wealth, an Independent Registered Investment Advisor. Doug is a Registered Principal with Raymond James Financial Services, Inc. Vero Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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