Alan Rothstein, CPA, PFS

TITLE: PRESIDENT

Finding unique opportunities to maximize tax savings, build business wealth, and keep more of what you earn.

Listed as one of the “100 Great Financial Planners” by Mutual Funds magazine, Alan is a co-founder of Asset Strategies, Inc., and the founder, and principal, of Rothstein & Co., CPA’s. Alan has been recognized by many professional organizations for his outstanding achievements within the industry. He was honored by the AICPA as a recipient of the Distinguished Service Award of the Personal Financial Planning Division. Previously, he also received the CTCPA Member of the year award. Alan is passionate about helping individuals, families, and businesses meet their financial goals. With over 35 years of experience as a CPA and financial advisor, Alan knows the in’s-and-out’s of successful tax planning and long-term investing. Alan holds BS and MS degrees in accounting and has earned the Personal Financial Specialist (PFS) designation from the AICPA.

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WHEN NOT WORKING …

In Alan’s spare time he enjoys traveling and spending time in his favorite city, New York. His love of the New York Yankees explains why we have stadium seats in our office, but we keep things even with a seats from the Red Sox also Green Monster, as well

Alan is committed to public service. He is a current Board Member and Treasurer of Journey Home, whose mission is to end chronic homelessness in the Greater Hartford area. Alan is also an active member of the Probus Club of Greater Hartford, which helps mentally and physically challenged adults.

Alan’s favorite title is “baba.” Alan raised two daughters, Sharyn and Marisa with his spouse Marilyn. Sharyn currently writes for a TV show and continues to write for theatre productions. Marisa graduated from law school and is pursuing a career in personal financial planning. Marilyn has authored two novels Lift and Separate and Other Sharp Objects.