Philip Rothman

Services Offered

• Investment strategies
• Insurance planning
• Holistic financial planning

About

Philip Rothman is a financial consultant based in Princeton, New Jersey, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Philip employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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