Team

Leo Rotman, CFP®

Principal

Leo has been working in the financial services field since 2001. He received his B.S. in economics and finance from Bentley University in 1994. Additionally, Leo became a CERTIFIED FINANCIAL PLANNERTM through the American College and is an Investment Adviser Representative through Eagle Strategies LLC, A Registered Investment Adviser. Leo lives in Sudbury, MA and is the founder of Metro West United Sports, a non-profit program that runs unified sports for children with disabilities. He is also on the board of directors for the Federation for Children with Special Needs. When not working or volunteering, Leo enjoys spending time with his two boys, traveling the world and Cross Fit.

Contact Leo at 781-398-1351 or Leo@riverfg.com