Alan Rothstein
CPA/PFS
Asset Strategies, Inc.
Financial Advisor
Alan Rothstein
CPA/PFS
Asset Strategies, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alan Rothstein, CPA/PFS
Fee Only Financial Planner with offices in Avon and Stamford, CT and New York, NY
Meet Alan Rothstein
Alan Rothstein is a New York, NY fee-only financial planner. Asset Strategies, Inc. provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Alan Rothstein is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Alan Rothstein is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Alan Rothstein is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Alan Rothstein
Office Locations:
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80 W Avon Rd
Avon, CT 6001 -
80 W Avon Rd
Avon, CT 6001 -
80 W Avon Rd
Avon, CT 6001
