Our Founder and Team
Our Founder & Team
Leo Rotman, CFP®
Principal
I have been working in the financial services field since 2001. I received a B.S. in economics and finance from Bentley University and later became a CERTIFIED FINANCIAL PLANNERTM. I focus on working with families to give them peace of mind about their future and in particular enjoy working with folks who have a special needs loved one. I live in Sudbury, MA with my two boys, Jakob and Noah. Being the single parent of 2 teenage boys definitely has its challenges and often I'm left feeling more like a personal secretary giving constant reminders than a Dad. That said, it's hard to complain. We have had so much more laughter than tears and I still have most of my hair left. When I'm not working or dealing with teenage angst, I find some time to give back to my community by volunteering for different non-profits. I also try to maintain balance and sanity by staying fit, traveling all over the world as often as I can get away, and my most recent hobby- SCUBA diving. Check out my travel blog...
Dmitry Frenklakh, CLTC®
Financial Adviser
Dmitry has been working in financial services since 2008. He received a Bachelor of Science 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 wife, daughter, and a dog. His Labradoodle, Brady, is 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.
Jackson Rotondo
Associate Financial Advisor
Jackson has been working in financial services since 2019. He received a B.A. in economics from Boston College and was a diver on the swimming & diving team. Jackson is passionate about helping families achieve their personal and financial goals through his holistic planning approach. Having been an agent with New York Life prior to joining River Financial Group, he loves educating different people on insurance and retirement planning. He resides in downtown Boston, MA with his two cats, Ziggy and Marley. When he isn’t researching investments and the economy, Jackson enjoys music, going to sports games with friends, playing in a men’s softball league, and getting back on the diving board while he’s still able.
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.
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. Learn More
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. Learn More
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.
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