Andrew Rothstein began his career in 1980 after graduating from the University of Miami with a B.B.A. majoring in finance and life insurance studies. At that time he joined his father Stanley Rothstein who was a principal in the firm Executive Security Programs which specialized in estate tax planning as it relates to life insurance. Stanley Rothstein Associates was established in 1983.
Andrew provides professional expertise which is unparalleled by the competition. His specialty is resolving the planning problems facing family owned businesses.
Focused attention is given to the transfer of ownership from one generation to the next. This planning requires the ability to communicate effectively with individual clients and advisers about the full spectrum of strategies available to meet their respective goals. Emphasis is placed on the importance of developing a solid understanding of each clients special needs, concerns and objectives.
- International Forum 400
- Association for Advanced Life Underwriting
- Essex County Estate Planning Council
Registered Representative of Park Avenue Securities, Financial Representative of Guardian