Our Founder and Team

Our Founder & Team

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Leo Rotman, CFP®

Principal

Dmitry Frenklakh, CLTC®

Financial Adviser

Dmitry has been working in financial services since 2008. He received BS in Finance from the University of Massachusetts Boston. Dmitry really enjoys the process of educating his clients about retirement and insurance planning through seminars or face to face meetings. He resides in Brighton, MA. with his labradoodle, Brady, named after his favorite quarterback. In his free time, he enjoys volunteering for charities, chess, tennis and rooting for all the Boston sports teams. His adventurous spirit has taken him to all parts of the world.

Strategic Alliances

Here at River Financial Group, we work with a wide variety of clients who have complex financial needs. Whether we’re doing special needs planning, retirement planning, or comprehensive financial planning, we’re fortunate to have a team we can rely on that’s comprised of experts in different disciplines. Click below to learn more about our advanced planning and investment resources.

The Nautilus Group® Logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Leo Rotman works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies LLC Logo

Through Eagle Strategies, Leo and Dmitry provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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Community Involvement

Federation for Children with Special Needs

Leo is on the board of directors for the Federation for Children with Special Needs, an organization that provides assistance to parents of children with disabilities, their professional partners, and their communities by offering information and support.

New England Yachad

Leo also spends his time volunteering for the New England Yachad, an organization that is dedicated to addressing the needs of Jewish individuals with disabilities.

Philosophy

“Life is what happens to you while you're busy making other plans”
-John Lennon

Ever since I was a small boy, my father always told me how important it is to have specific goals. He said that if I had tangible goals, I can visualize them and achieve them in the future. He loved to tell me Napolean Hill’s famous quote, “what the mind can conceive and believe it can achieve”. I went into the financial planning business because I like to plan and I like to help other people plan so that they too can achieve their goals. I like helping people to visualize what they want for themselves and then doing the analysis to give them options. What I like most is coming up with creative, comprehensive solutions that will help people with their planning.

Several years ago, my cousin died suddenly. He was only 44. That day changed my perspective on life. I went from being hyper focused on the future and planning to realizing that the future doesn’t arrive for everyone. It is important to plan for ourselves and our family but it’s just as important to live life to the fullest today. I am a big believer in balance and realize that putting off something I want to do today isn’t always the right choice.