Rottschafer Wealth Solutions
I started as a financial advisor and wealth manager at Dean Witter in Naperville, IL in January 1994 with the goal of serving retail and business clients. My wife and I moved to GA in 1999 where I joined an independent financial planning firm as a financial and retirement wealth advisor. In 2001, I moved to Cetera Advisors, LLC. I have been fortunate enough to have earned a place in the firm's Chairman's Club as a distinguished financial advisor in each of the past 10 years. My passion as a financial planner and wealth manager is to help clients determine where they want to go financially and then construct, implement, adjust and monitor the success of the plan over time.
As a financial advisor and class instructor, I had the opportunity to teach retirement planning classes through Clayton State University at the Peachtree City, GA satellite location for several years.
I have earned the CERTIFIED FINANCIAL PLANNER TM certification as well as the designations of Certified Wealth Strategist from the Cannon Financial Institute, the Accredited Investment Fiduciary designation from fi360, and the Chartered Retirement Plans Specialist from the College for Financial Planning. I am an Investment Advisor Representative and a Registered Principal with Cetera Advisors LLC.
My wife, Renee, and I are proud to be members of Dogwood Church in Tyrone, Georgia. We live in Peachtree City, GA with our four children.