Northwestern Mutual Private Client Group

Cassie Rotman

Cassie Rotman

Partner

Power 10 Advisory Partners
  • CFP®
  • CDFA®
  • NQPC™
  • MBA
  • CA License: #0M73601
  • NPN 18935968

1 Beacon St Fl 21
Boston, MA 02108

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About my practice

My background in wealth and investment management at BNY Mellon and Windhaven Investment Management as well as strategy and operations consulting at Deloitte Consulting has cultivated an expertise in creating unique solutions to complex problems. I help my clients to achieve the financial goals they set for themselves by working with them to define their goals and develop a roadmap to success.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck