FAQ About Cfp Cima Aaron Rottenstein

• What is Cfp Cima Aaron Rottenstein's address?

  Cfp Cima Aaron Rottenstein is located at
  Tucson, Arizona, United States

• What is Cfp Cima Aaron Rottenstein's job title?

  Cfp Cima Aaron Rottenstein is a I help clients achieve unique goals by investing opportunistically to reduce risks, optimize estate and business plans, and manage tax liability. To help clients achieve their goals takes time, talent, and trust. Every day, we challenge ourselves to think more deeply about client needs; we listen to their ambitions and worries and we use our skills as comprehensive financial planners and holistic wealth managers to put plans into action. Our approach has built a practice of over a half-billion dollars in invested client assets, every cent tailored to the unique needs of successful business owners, professionals, high net worth families, and institutions in the endowment/foundation, nonprofit, Taft-Hartley, and retirement plan space. Trust isn’t built overnight. Our team has earned it by navigating clients and their goals through 10 different bear markets or crashes over the last 30 years. Our clients have worked hard to build their wealth, so we build multi-generational relationships to preserve hard-earned legacies. We do this with our team's lending and mortgage specialists, insurance advisors, philanthropic support, as well as outside attorneys, and CPAs. Of UBS’ 6,000 Financial Advisors in the US, only 120 have earned the Institutional Consultant title. Only Institutional Consultants are trusted to work with UBS’ largest, complicated clients and we do so as fiduciaries. Previously, I worked on Capitol Hill serving in senior roles to high-ranking members of the House Financial Services and Senate Banking Committee. My understanding of policy debate on taxation, federal investment, and regulation guides us in financial planning and investment decisions. I'm deeply passionate about my community. I'm the board chair of Social Venture Partners, Tucson and I'm the Vice Chair of the Center for Jewish Philanthropy. This work has led to me being named Young Jewish Man of the Year and one of Tucson’s 40 under 40. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

• What industry does Cfp Cima Aaron Rottenstein currently work in?

  Cfp Cima Aaron Rottenstein currently works in the Ubs Financial Services |

• Which languages does Cfp Cima Aaron Rottenstein speak?

  No Languages Available

• Which industries has Cfp Cima Aaron Rottenstein previously worked in?

  Cfp Cima Aaron Rottenstein has prior
  experience in the following industries:
  Us House Of Representatives | Us Congress | Joint Economic Committee Senator Charles E Schumer Chairman | United States Senate | Giffords For Congress

• What is Cfp Cima Aaron Rottenstein’s work experience?

  Cfp Cima Aaron Rottenstein has the following professional experience:
  Ubs Financial Services | Us House Of Representatives | Us Congress | Joint Economic Committee Senator Charles E Schumer Chairman | United States Senate | Giffords For Congress

• How can I find Cfp Cima Aaron Rottenstein on LinkedIn?

  You can view Cfp Cima Aaron Rottenstein’s LinkedIn profile at LinkedIn URL

• What are Cfp Cima Aaron Rottenstein’s work email addresses?

  Cfp Cima Aaron Rottenstein’s work email
  addresses are
  cima.rottenstein@ubs.com

• What company does Cfp Cima Aaron Rottenstein work for?

  Ubs Financial Services |