Boca Raton Financial Planners, a branch office of Raymond James Financial Services, Inc.

Financial Planners

Finding the right financial planner is crucial to you and your family’s financial well-being — now and in the future. 

Arthur Rottenstein, a Raymond James Registered Securities Principal and Branch Manager at Boca Raton Financial Planners (a branch office of Raymond James Financial Services, Inc.) works with a team of independent, experienced financial planners — Joseph Carpenito, Stephen Giauque, Jan Grobstein, Bruce Weisbard, Mark Willens, Charles A. Hall III, and Ali Ansari — who pride themselves on the attention and personal care they give to each client to help ensure their financial success. Providing sales support and office management, Lynn McGarity, with more than 20 years in the industry, is the first point of contact.

“Each financial planner manages his or her own clients and possesses, on average, 20 years of experience,” says Rottenstein, who has been in the industry for about 40 years. “They range in age from 32 to 72 and are all extremely competent due to their many years of experience and the resources available to them at Raymond James.”

“Most importantly, our financial planners truly care about their clients.” Rottenstein explains. “The great advantage of being in business this long is that we’ve navigated through all economic conditions,” he says. “So, while others are fleeing the market, we are embracing it because we know that our clients will be better off.”

Rottenstein himself is well-versed in complex estate planning, as well as family and intergenerational planning, and develops a customized program for clients using his solid relationships with attorneys, accountants, and other professionals.

He knows that business and retirement planning also play important roles in achieving clients’ goals, and that educating them in the use of trusts, asset allocation, tax strategies, and money management establishes the foundation for a strong and trusted relationship. 

Clients appreciate the fact that the professionals at Boca Raton Financial Planners are experienced in all areas of financial planning and that saving them money and offering comfort in turbulent times are paramount.

Boca Raton Financial Planners, a branch office of Raymond James Financial Services, Inc., 301 Yamato Road, Ste. 3160, Boca Raton, 561-241-6616, bocaratonfinancialplanners.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Boca Raton Financial Planners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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